SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+5.31%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(+7.2%)
Cap. Flow
+$3.59M
Cap. Flow
% of AUM
1.86%
Top 10 Holdings %
Top 10 Hldgs %
82.11%
Holding
44
New
3
Increased
15
Reduced
20
Closed
1
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.82M |
| 2 |
Vanguard Total Bond Market
BND
|
$947K |
| 3 |
Vanguard S&P 500 Value ETF
VOOV
|
$509K |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$317K |
| 5 |
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
|
$276K |
Top Sells
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
$380K |
| 2 |
Exxon Mobil
XOM
|
$209K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$197K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$184K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$104K |
Sector Composition
| 1 | Consumer Discretionary | 0.41% |
| 2 | Consumer Staples | 0.34% |
| 3 | Technology | 0.22% |
| 4 | Healthcare | 0.11% |
| 5 | Energy | 0% |
