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
$180M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$676K
2
+$245K
3
+$235K
4
XOM icon
Exxon Mobil
XOM
+$209K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$30.4K

Top Sells

1
+$3.42M
2
+$1.89M
3
+$1.77M
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.43M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$705K

Sector Composition

1 Consumer Staples 0.32%
2 Technology 0.24%
3 Consumer Discretionary 0.18%
4 Energy 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.9M 23.83%
151,508
-12,059
2
$25.6M 14.21%
289,828
+7,657
3
$21.3M 11.8%
203,542
-1,351
4
$12.3M 6.8%
119,652
-270
5
$9.82M 5.45%
52,569
-7,664
6
$9.55M 5.3%
30,967
-298
7
$8.29M 4.6%
119,110
-8,008
8
$7.93M 4.4%
95,939
-1,042
9
$7.66M 4.25%
149,030
-6,868
10
$4.21M 2.34%
29,392
-1,315
11
$3.25M 1.8%
51,950
-28,248
12
$2.97M 1.65%
57,288
-2,304
13
$2.49M 1.38%
201,690
-4,116
14
$2.25M 1.25%
20,749
-89
15
$2.14M 1.19%
55,054
-15,373
16
$1.72M 0.95%
19,850
-21,864
17
$1.68M 0.93%
30,016
-696
18
$1.61M 0.89%
40,637
-17,806
19
$1.29M 0.72%
19,426
-1,020
20
$1.17M 0.65%
19,234
-4,051
21
$1.17M 0.65%
6,817
22
$892K 0.5%
4,314
-181
23
$798K 0.44%
6,748
-547
24
$674K 0.37%
7,911
-1,416
25
$639K 0.35%
15,986
-1,744
1
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