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
$400M
AUM Growth
+$377K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$972K
3
+$596K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$513K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$501K

Top Sells

1
+$1.65M
2
+$1.05M
3
+$648K
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$620K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$336K

Sector Composition

1 Technology 0.63%
2 Consumer Staples 0.24%
3 Consumer Discretionary 0.23%
4 Healthcare 0.08%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.4M 19.37%
154,810
-3,304
2
$42.2M 10.57%
240,308
+2,061
3
$40.5M 10.13%
673,724
+7,228
4
$34.1M 8.54%
1,297,726
+19,497
5
$32.2M 8.05%
446,267
+24,998
6
$23.9M 5.98%
831,017
+8,897
7
$17.8M 4.46%
666,236
+8,379
8
$17.8M 4.45%
178,887
+9,773
9
$17.6M 4.4%
52,728
-614
10
$15M 3.75%
171,203
+5,717
11
$14.8M 3.72%
135,566
-5,662
12
$12.3M 3.07%
158,615
+7,711
13
$11.8M 2.95%
21,654
-1,938
14
$5.19M 1.3%
25,588
-1,504
15
$4.54M 1.14%
49,056
-2,758
16
$3.58M 0.9%
38,259
-6,915
17
$3.35M 0.84%
18,415
-1,845
18
$2.46M 0.62%
115,086
-1,803
19
$2.36M 0.59%
26,830
-1,576
20
$1.81M 0.45%
15,914
-1,069
21
$1.57M 0.39%
3,502
22
$1.42M 0.35%
4,761
-210
23
$1.26M 0.32%
16,110
-114
24
$1.26M 0.31%
8,256
-1,025
25
$1.01M 0.25%
20,434
+555
1
2 3