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
$224M
AUM Growth
+$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$967K
3
+$911K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$874K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$501K

Top Sells

1
+$267K
2
+$212K
3
+$80.2K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$78.5K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$66.8K

Sector Composition

1 Energy 0.28%
2 Industrials 0.23%
3 Technology 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
$48.9M 21.84%
193,462
+1,185
2
$21.7M 9.68%
300,070
+2,694
3
$20.8M 9.3%
267,519
+23,163
4
$15.1M 6.76%
101,790
-539
5
$14.6M 6.54%
136,910
+2,962
6
$12.4M 5.56%
308,749
+21,671
7
$11.1M 4.95%
112,745
+9,834
8
$9.86M 4.4%
35,857
-971
9
$9.17M 4.1%
238,349
+23,656
10
$7.74M 3.45%
128,750
+3,258
11
$7.66M 3.42%
115,880
+3,048
12
$6.97M 3.11%
89,593
+6,439
13
$5.09M 2.27%
33,240
-1,383
14
$4.14M 1.85%
29,698
+404
15
$4.07M 1.82%
38,055
+1,098
16
$3.65M 1.63%
43,969
-580
17
$2.84M 1.27%
68,476
-1,892
18
$2.58M 1.15%
23,238
-362
19
$1.82M 0.81%
34,208
-1,256
20
$1.74M 0.78%
22,296
-666
21
$1.48M 0.66%
23,392
-75
22
$1.2M 0.53%
7,838
-236
23
$1.02M 0.46%
25,553
-198
24
$999K 0.45%
5,208
-165
25
$856K 0.38%
6,961
-165
1
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