BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
This Quarter Return
+7.56%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$619M
AUM Growth
+$52.6M
(+9.3%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
2.32%
Top 10 Holdings %
Top 10 Hldgs %
60.11%
Holding
245
New
42
Increased
97
Reduced
78
Closed
12
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$3.6M |
| 2 |
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
|
$2.23M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.49M |
| 4 |
Netflix
NFLX
|
$1.38M |
| 5 |
Lockheed Martin
LMT
|
$1.09M |
Top Sells
| 1 |
Amazon
AMZN
|
$7.67M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.12M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$907K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$756K |
| 5 |
iShares Russell 1000 ETF
IWB
|
$574K |
Sector Composition
| 1 | Consumer Discretionary | 25.7% |
| 2 | Technology | 6.86% |
| 3 | Communication Services | 3.56% |
| 4 | Industrials | 3.11% |
| 5 | Healthcare | 2.84% |
