SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+3.94%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$210M
AUM Growth
–
Cap. Flow
+$210M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.18%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$44.8M |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$20.2M |
| 3 |
Vanguard Total Bond Market
BND
|
$17.8M |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
$13.7M |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
$13.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 0.31% |
| 2 | Technology | 0.25% |
| 3 | Industrials | 0.23% |
| 4 | Consumer Staples | 0.21% |
| 5 | Consumer Discretionary | 0.15% |
