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
$258M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.56M
3
+$1.19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$935K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$721K

Top Sells

1
+$219K
2
+$187K
3
+$74K
4
BND icon
Vanguard Total Bond Market
BND
+$61.4K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$43.6K

Sector Composition

1 Technology 0.35%
2 Consumer Staples 0.26%
3 Industrials 0.25%
4 Energy 0.21%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.6M 21.95%
205,458
+6,054
2
$24.1M 9.36%
339,248
+21,886
3
$23.4M 9.06%
282,916
-744
4
$17.5M 6.78%
105,979
+2,504
5
$16.8M 6.52%
146,638
+6,289
6
$14.5M 5.62%
348,104
+28,561
7
$11.9M 4.63%
119,207
+1,007
8
$11.2M 4.36%
262,033
+21,812
9
$10.4M 4.02%
34,590
-623
10
$8.87M 3.44%
125,356
+5,180
11
$8.7M 3.37%
141,778
+8,388
12
$7.55M 2.93%
93,932
-921
13
$5.1M 1.98%
32,841
+14
14
$4.75M 1.84%
32,405
+1,745
15
$4.52M 1.76%
43,264
+3,247
16
$4.11M 1.59%
48,570
+5,714
17
$3.06M 1.19%
66,708
-684
18
$2.75M 1.07%
230,364
-3,180
19
$2.67M 1.04%
22,482
-367
20
$1.91M 0.74%
33,472
-412
21
$1.87M 0.73%
28,514
+137
22
$1.75M 0.68%
21,830
-52
23
$1.29M 0.5%
71,704
+672
24
$1.14M 0.44%
6,830
25
$1.13M 0.44%
26,215
+96
1
2