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
$223M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.03M
3
+$876K
4
BND icon
Vanguard Total Bond Market
BND
+$775K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$751K

Top Sells

1
+$189K
2
+$113K
3
+$91.7K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$28.3K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$22.3K

Sector Composition

1 Energy 0.29%
2 Technology 0.23%
3 Industrials 0.22%
4 Consumer Staples 0.17%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48M 21.55%
192,277
+8,166
2
$22.7M 10.18%
297,376
+1,706
3
$19.4M 8.69%
244,356
+9,792
4
$14.9M 6.71%
102,329
+3,996
5
$14.2M 6.39%
133,948
+9,673
6
$12.3M 5.53%
287,078
+20,421
7
$10.3M 4.61%
102,911
+4,549
8
$9.99M 4.49%
36,828
-698
9
$9.06M 4.07%
214,693
+17,786
10
$7.86M 3.53%
112,832
+3,758
11
$7.79M 3.5%
125,492
+4,692
12
$6.49M 2.92%
83,154
+2,258
13
$5.67M 2.55%
34,623
-560
14
$4.34M 1.95%
29,294
+725
15
$4.22M 1.9%
36,957
+1,208
16
$3.71M 1.67%
44,549
+4,846
17
$2.86M 1.29%
70,368
-2,776
18
$2.6M 1.17%
23,600
-131
19
$1.99M 0.9%
35,464
-364
20
$1.86M 0.84%
22,962
-102
21
$1.57M 0.71%
23,467
-8
22
$1.23M 0.55%
8,074
-65
23
$1.12M 0.5%
25,751
-116
24
$1.1M 0.49%
5,373
-109
25
$940K 0.42%
7,126
-62
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