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
-16
228
$291K 0.04%
2,102
+509
229
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1,243
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230
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6,316
231
$289K 0.04%
4,178
+41
232
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4,605
-57
233
$288K 0.04%
11,122
+2,352
234
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1,763
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235
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236
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3,041
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237
$278K 0.04%
1,271
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238
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239
$273K 0.04%
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240
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241
$272K 0.04%
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242
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243
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2,312
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245
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19,106
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246
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247
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4,790
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248
$257K 0.03%
4,207
249
$256K 0.03%
6,649
+37
250
$255K 0.03%
3,598
+469
8 9
10
11 12