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
$277M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$8.54M
3
+$6.25M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$834K

Top Sells

1
+$303K
2
+$290K
3
+$263K
4
GSK icon
GSK
GSK
+$232K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$207K

Sector Composition

1 Technology 0.49%
2 Consumer Staples 0.44%
3 Consumer Discretionary 0.27%
4 Healthcare 0.09%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.7M 18.34%
154,578
+2,540
2
$30M 10.84%
420,539
+2,543
3
$29.5M 10.67%
237,917
+3,057
4
$25.7M 9.29%
552,885
+134,315
5
$19.2M 6.94%
1,002,686
+445,498
6
$15M 5.41%
155,898
-3,149
7
$13M 4.7%
597,516
+405,462
8
$10.8M 3.92%
156,354
+1,066
9
$10.2M 3.69%
129,860
+3,442
10
$10.2M 3.68%
48,814
+918
11
$9.44M 3.41%
461,982
+190,952
12
$9.36M 3.38%
126,068
+1,032
13
$9.03M 3.26%
25,281
-737
14
$4.54M 1.64%
27,527
-463
15
$3.77M 1.36%
46,364
-2,551
16
$3.15M 1.14%
54,374
-616
17
$2.75M 0.99%
21,404
+56
18
$1.89M 0.68%
29,903
-362
19
$1.83M 0.66%
129,420
-645
20
$1.65M 0.6%
18,340
-639
21
$1.41M 0.51%
7,141
+197
22
$1.29M 0.47%
16,044
-3,598
23
$1.05M 0.38%
28,954
-4,234
24
$913K 0.33%
7,079
+420
25
$785K 0.28%
21,526
-2,505
1
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