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
$423M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.33M
3
+$1.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$815K
5
MSFT icon
Microsoft
MSFT
+$593K

Top Sells

1
+$2.68M
2
+$1.39M
3
+$505K
4
IVOG icon
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
+$437K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$361K

Sector Composition

1 Technology 0.86%
2 Consumer Discretionary 0.26%
3 Consumer Staples 0.26%
4 Financials 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.9M 18.89%
148,250
-4,965
2
$43.8M 10.37%
673,553
+1,265
3
$42.8M 10.13%
232,136
-7,540
4
$35.3M 8.34%
1,364,392
+51,282
5
$34.9M 8.25%
485,184
+30,396
6
$25.8M 6.11%
839,191
+6,168
7
$19M 4.5%
189,244
+11,474
8
$18.1M 4.27%
689,730
+20,690
9
$17.6M 4.17%
48,140
-987
10
$15.8M 3.73%
165,024
-5,284
11
$15.3M 3.61%
135,582
-3,878
12
$13.2M 3.12%
22,533
-107
13
$13.1M 3.1%
168,196
+10,451
14
$5.77M 1.37%
26,122
-204
15
$5M 1.18%
49,199
-435
16
$3.84M 0.91%
41,532
-354
17
$3.81M 0.9%
19,980
-98
18
$2.61M 0.62%
112,458
-1,125
19
$2.52M 0.6%
27,664
-203
20
$2.08M 0.49%
16,671
-49
21
$2.07M 0.49%
4,909
+1,407
22
$1.59M 0.38%
9,675
23
$1.46M 0.35%
4,540
-20
24
$1.21M 0.29%
4,821
+354
25
$1.15M 0.27%
15,150
-104
1
2 3