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
$347M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.03M
3
+$827K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$504K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$381K

Top Sells

1
+$255K
2
+$206K
3
+$203K
4
DHI icon
D.R. Horton
DHI
+$200K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$189K

Sector Composition

1 Technology 0.64%
2 Consumer Staples 0.44%
3 Consumer Discretionary 0.25%
4 Communication Services 0.07%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.1M 19.05%
162,217
+137
2
$36.9M 10.65%
237,138
+389
3
$34.1M 9.84%
622,643
+32,584
4
$30.2M 8.71%
415,627
+2,813
5
$28.4M 8.18%
1,169,281
+34,080
6
$18.6M 5.37%
724,035
+40,062
7
$14.3M 4.12%
146,395
-1,117
8
$13.8M 3.98%
574,111
+20,945
9
$13.6M 3.93%
53,622
+560
10
$13.5M 3.9%
164,145
+2,049
11
$13.2M 3.82%
141,525
+1,431
12
$10.9M 3.15%
24,643
-307
13
$9.69M 2.8%
128,126
+105
14
$5.2M 1.5%
27,785
+93
15
$3.85M 1.11%
47,497
+237
16
$3.85M 1.11%
54,627
+81
17
$3.35M 0.97%
20,763
+192
18
$2.23M 0.64%
127,965
-1,050
19
$2.2M 0.63%
22,723
+3,942
20
$2.18M 0.63%
29,092
-518
21
$1.85M 0.53%
17,288
-219
22
$1.71M 0.49%
7,013
-133
23
$1.25M 0.36%
3,657
+1
24
$1.22M 0.35%
8,680
+356
25
$1.19M 0.34%
16,455
+108
1
2 3