SCM

Stordahl Capital Management Portfolio holdings

AUM $486M
1-Year Est. Return 16.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$960K
3
+$819K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$387K
5
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$362K

Top Sells

1
+$3.72M
2
+$2.07M
3
+$442K
4
WFC icon
Wells Fargo
WFC
+$324K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$234K

Sector Composition

1 Technology 0.7%
2 Consumer Staples 0.24%
3 Consumer Discretionary 0.21%
4 Communication Services 0.15%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$293K 0.06%
1,204
-47
52
$288K 0.06%
2,876
-29
53
$271K 0.06%
355
-17
54
$270K 0.06%
3,372
-150
55
$262K 0.06%
392
56
$245K 0.05%
2,245
+39
57
$243K 0.05%
3,304
58
$227K 0.05%
3,976
+20
59
$219K 0.05%
3,220
60
$217K 0.05%
2,999
61
$209K 0.04%
9,297
-623
62
$205K 0.04%
1,337
63
$93.7K 0.02%
22,860
-9,796
64
– –
-4,047
1 2
3