SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+11.58%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
(+14%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
5%
Top 10 Holdings %
Top 10 Hldgs %
81.06%
Holding
49
New
6
Increased
18
Reduced
12
Closed
2
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$2.95M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.17M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.78M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$891K |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$889K |
Top Sells
| 1 |
Amgen
AMGN
|
$214K |
| 2 |
D.R. Horton
DHI
|
$203K |
| 3 |
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
|
$188K |
| 4 |
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
|
$183K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$126K |
Sector Composition
| 1 | Consumer Staples | 0.39% |
| 2 | Consumer Discretionary | 0.31% |
| 3 | Technology | 0.3% |
| 4 | Healthcare | 0% |
