SCM

Stordahl Capital Management Portfolio holdings

AUM $450M
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$137K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.46M
3
+$1.26M
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$419K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$391K

Top Sells

1
+$3.4M
2
+$1.39M
3
+$237K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$214K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$191K

Sector Composition

1 Energy 0.28%
2 Technology 0.25%
3 Industrials 0.23%
4 Consumer Staples 0.18%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.6M 21.19%
184,111
+1,339
2
$20.7M 9.85%
295,670
+5,986
3
$18.7M 8.92%
234,564
+15,812
4
$13.7M 6.51%
98,333
-1,376
5
$13.1M 6.23%
124,275
+2,458
6
$11.8M 5.61%
266,657
+54,410
7
$9.88M 4.7%
37,526
-899
8
$9.85M 4.68%
98,362
+3,904
9
$9.25M 4.4%
196,907
+31,008
10
$7.36M 3.5%
109,074
-58
11
$7.13M 3.39%
120,800
+3,978
12
$6.34M 3.02%
80,896
+3,840
13
$5.34M 2.54%
35,183
-444
14
$3.95M 1.88%
28,569
-580
15
$3.8M 1.81%
35,749
+970
16
$3.32M 1.58%
39,703
-16,580
17
$2.84M 1.35%
73,144
-684
18
$2.6M 1.23%
23,731
+83
19
$1.96M 0.93%
35,828
-544
20
$1.78M 0.85%
23,064
-252
21
$1.64M 0.78%
23,475
-95
22
$1.25M 0.59%
25,867
-225
23
$1.2M 0.57%
8,139
24
$1.04M 0.5%
5,482
-44
25
$889K 0.42%
8,290
1
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