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
$246M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$1.93M
3
+$1.62M
4
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.38M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$880K

Top Sells

1
+$273K
2
+$237K
3
+$152K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$52.9K
5
IVE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.1M 21.59%
199,404
+6,081
2
$22.9M 9.31%
317,362
+19,094
3
$22.9M 9.29%
283,660
+52,669
4
$16.4M 6.65%
103,475
+1,855
5
$15.7M 6.39%
140,349
+4,691
6
$13.4M 5.45%
319,543
+12,894
7
$11.8M 4.79%
118,200
+19,326
8
$10.4M 4.25%
240,221
+218
9
$10.2M 4.15%
35,213
-525
10
$8.38M 3.41%
120,176
+5,266
11
$8.33M 3.39%
133,390
+6,176
12
$7.54M 3.06%
94,853
+11,078
13
$5.16M 2.1%
32,827
-248
14
$4.47M 1.82%
30,660
+938
15
$4.3M 1.75%
40,017
+1,995
16
$3.59M 1.46%
42,856
+1,509
17
$2.97M 1.21%
67,392
-1,200
18
$2.7M 1.1%
233,544
+35,040
19
$2.65M 1.08%
22,849
-381
20
$1.91M 0.78%
33,884
-440
21
$1.89M 0.77%
28,377
+413
22
$1.79M 0.73%
21,882
-226
23
$1.28M 0.52%
71,032
+19,136
24
$1.15M 0.47%
26,119
+135
25
$1.1M 0.45%
6,830
1
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