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
$237M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.3M
3
+$1.08M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$942K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$564K

Top Sells

1
+$1.18M
2
+$802K
3
+$631K
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$553K
5
VOOG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.7M 23.07%
150,139
-1,732
2
$30.2M 12.73%
220,758
+6,893
3
$29.9M 12.59%
352,346
+27,185
4
$15M 6.31%
141,427
+10,193
5
$11.6M 4.88%
29,174
-867
6
$11.4M 4.8%
145,744
-5,778
7
$11.3M 4.76%
48,069
-2,256
8
$10.9M 4.59%
111,916
-5,692
9
$9.84M 4.15%
114,048
+68,799
10
$9.16M 3.86%
111,065
+6,834
11
$6.29M 2.65%
28,481
-722
12
$3.85M 1.62%
38,666
-11,898
13
$3.84M 1.62%
59,023
-1,041
14
$2.95M 1.25%
20,917
-199
15
$2.61M 1.1%
53,106
-4,921
16
$2.48M 1.05%
31,614
-478
17
$2.36M 0.99%
147,390
-50,106
18
$2.01M 0.85%
19,746
-338
19
$1.86M 0.78%
35,757
-4,614
20
$1.52M 0.64%
6,790
21
$1.24M 0.52%
16,313
-2,953
22
$1.22M 0.52%
4,069
-131
23
$1.2M 0.5%
8,551
-166
24
$1.02M 0.43%
6,415
+3
25
$818K 0.35%
15,341
-423
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