SCM
Stordahl Capital Management Portfolio holdings
AUM
$450M
This Quarter Return
+5.61%
1 Year Return
+10.22%
3 Year Return
+39.57%
5 Year Return
+60.22%
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(+7.5%)
Cap. Flow
+$4.4M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
81.73%
Holding
49
New
2
Increased
9
Reduced
22
Closed
4
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.93M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.3M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.08M |
| 4 |
Vanguard S&P 500 Value ETF
VOOV
|
$942K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$564K |
Top Sells
| 1 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$1.18M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$802K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$631K |
| 4 |
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
|
$553K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
$530K |
Sector Composition
| 1 | Consumer Discretionary | 0.29% |
| 2 | Consumer Staples | 0.27% |
| 3 | Technology | 0.23% |
| 4 | Energy | 0.11% |
| 5 | Industrials | 0.09% |
