SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+2.67%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$258M
AUM Growth
+$258M
(+4.7%)
Cap. Flow
+$8.04M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
75.75%
Holding
49
New
–
Increased
19
Reduced
16
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.67M |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$1.56M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.19M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$935K |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
$721K |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$219K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$187K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$74K |
| 4 |
Vanguard Total Bond Market
BND
|
$61.4K |
| 5 |
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% |
