BJL

Brighton Jones LLC Portfolio holdings

AUM $4.17B
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$1.29M
3
+$1.21M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$711K
5
WW
WW International
WW
+$645K

Top Sells

1
+$121M
2
+$6.22M
3
+$5.73M
4
UNH icon
UnitedHealth
UNH
+$3.13M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.84M

Sector Composition

1 Consumer Discretionary 19.08%
2 Technology 12.56%
3 Communication Services 4.12%
4 Financials 3.72%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$276K 0.04%
+5,561
227
$273K 0.04%
9,776
-2,873
228
$273K 0.04%
12,464
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229
$271K 0.04%
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230
$271K 0.04%
18,542
-3,216
231
$268K 0.04%
+1,821
232
$265K 0.04%
5,091
-102
233
$264K 0.04%
+8,842
234
$264K 0.04%
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-17
235
$262K 0.04%
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236
$261K 0.04%
1,235
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237
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2,293
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238
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239
$260K 0.04%
1,297
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240
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241
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243
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4,463
244
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245
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1,645
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246
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1,593
-194
247
$249K 0.03%
1,816
+124
248
$246K 0.03%
6,612
-108
249
$241K 0.03%
4,137
-1,549
250
$241K 0.03%
+4,793
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