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
$247M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$833K
3
+$437K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$395K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$265K

Top Sells

1
+$7.22M
2
+$5.46M
3
+$3.09M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$2.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.1M

Sector Composition

1 Consumer Staples 0.28%
2 Technology 0.16%
3 Energy 0.16%
4 Consumer Discretionary 0.15%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.1M 21.89%
183,060
-18,469
2
$24.7M 9.97%
294,235
+9,928
3
$20.8M 8.43%
165,922
+15,840
4
$17.7M 7.14%
232,170
-94,902
5
$15.6M 6.31%
89,467
-14,354
6
$12.4M 5.02%
123,227
+4,340
7
$11.8M 4.77%
267,995
-70,164
8
$10.6M 4.3%
33,063
-761
9
$9.22M 3.73%
207,260
-47,116
10
$9.06M 3.66%
139,270
-2,686
11
$9.05M 3.66%
123,192
-2,006
12
$7.99M 3.23%
98,609
+4,880
13
$5.16M 2.09%
31,137
-165
14
$4.31M 1.74%
50,901
+3,134
15
$3.78M 1.53%
24,249
-6,918
16
$3.65M 1.48%
32,546
-9,181
17
$3.17M 1.28%
65,404
-872
18
$2.99M 1.21%
233,568
+378
19
$2.85M 1.15%
21,948
-396
20
$1.92M 0.78%
32,316
-224
21
$1.89M 0.76%
27,161
-388
22
$1.81M 0.73%
21,224
-158
23
$1.36M 0.55%
71,808
+104
24
$1.22M 0.49%
6,847
+17
25
$1.11M 0.45%
24,859
-341
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