SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+10.77%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(+20%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
6.08%
Top 10 Holdings %
Top 10 Hldgs %
75.27%
Holding
50
New
8
Increased
24
Reduced
14
Closed
1
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$4.25M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.93M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.62M |
| 4 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$1.38M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$880K |
Top Sells
| 1 |
Amgen
AMGN
|
$273K |
| 2 |
Exxon Mobil
XOM
|
$237K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$152K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$52.9K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$44.2K |
Sector Composition
| 1 | Technology | 0.35% |
| 2 | Industrials | 0.25% |
| 3 | Consumer Staples | 0.25% |
| 4 | Energy | 0.16% |
| 5 | Consumer Discretionary | 0.14% |
