SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+0.23%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$251M
AUM Growth
+$251M
(-2.8%)
Cap. Flow
-$5.27M
Cap. Flow
% of AUM
-2.1%
Top 10 Holdings %
Top 10 Hldgs %
76.27%
Holding
48
New
–
Increased
5
Reduced
30
Closed
4
Top Buys
| 1 |
Vanguard S&P 500 Value ETF
VOOV
|
$396K |
| 2 |
Vanguard Total Bond Market
BND
|
$117K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$33.4K |
| 4 |
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
|
$11K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$9.74K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.07M |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$868K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$409K |
| 4 |
Honeywell
HON
|
$358K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
$349K |
Sector Composition
| 1 | Consumer Staples | 0.28% |
| 2 | Energy | 0.17% |
| 3 | Technology | 0.16% |
| 4 | Consumer Discretionary | 0.15% |
| 5 | Industrials | 0.12% |
