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
$777M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1 +$4.49M
2 +$2.15M
3 +$1.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$946K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K

Top Sells

1 +$4.91M
2 +$3.79M
3 +$2.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
NEWR
New Relic, Inc.
NEWR
+$1.3M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 11.7%
3 Communication Services 3.79%
4 Financials 3.57%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$299K 0.04%
2,834
-30
227
$291K 0.04%
1,281
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228
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2,102
+509
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230
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231
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232
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233
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234
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235
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236
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237
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238
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245
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246
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247
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248
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4,207
249
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6,649
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250
$255K 0.03%
3,598
+469