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
$247M
AUM Growth
+$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$1.35M
3
+$619K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$460K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$436K

Top Sells

1
+$5.64M
2
+$905K
3
+$731K
4
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$323K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$269K

Sector Composition

1 Consumer Staples 0.42%
2 Consumer Discretionary 0.34%
3 Technology 0.25%
4 Energy 0.12%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59M 23.91%
149,915
-224
2
$31.9M 12.94%
223,813
+3,055
3
$31.6M 12.81%
368,035
+15,689
4
$15.7M 6.34%
147,246
+5,819
5
$12.3M 4.98%
46,838
-1,231
6
$11.7M 4.75%
144,934
-810
7
$11.6M 4.69%
27,061
-2,113
8
$11.3M 4.57%
112,266
+350
9
$9.65M 3.91%
116,629
+5,564
10
$6.5M 2.63%
28,325
-156
11
$4.18M 1.7%
48,551
-65,497
12
$4.12M 1.67%
+70,567
13
$4.11M 1.66%
56,452
-2,571
14
$3.28M 1.33%
31,616
-7,050
15
$3.03M 1.23%
20,525
-392
16
$2.51M 1.02%
144,702
-2,688
17
$2.47M 1%
47,884
-5,222
18
$2.46M 1%
30,425
-1,189
19
$2.01M 0.81%
19,062
-684
20
$1.75M 0.71%
7,230
+440
21
$1.73M 0.7%
31,827
-3,930
22
$1.22M 0.49%
15,447
-866
23
$1.15M 0.46%
3,674
-395
24
$1.14M 0.46%
7,861
-690
25
$1.05M 0.43%
6,358
-57
1
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