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
$951M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$9.34M
3
+$2.21M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M

Top Sells

1
+$6.47M
2
+$2.79M
3
+$2.22M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Sector Composition

1 Consumer Discretionary 40.17%
2 Technology 15.79%
3 Communication Services 3.66%
4 Healthcare 2.66%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$265K 0.03%
14,825
-100
227
$263K 0.03%
5,750
+74
228
$261K 0.03%
2,250
-117
229
$254K 0.03%
+3,707
230
$253K 0.03%
1,271
+3
231
$252K 0.03%
5,093
+961
232
$250K 0.03%
2,171
-62
233
$247K 0.03%
6,110
+68
234
$245K 0.03%
+3,823
235
$244K 0.03%
554
-131
236
$244K 0.03%
6,000
237
$243K 0.03%
4,878
+1,002
238
$242K 0.03%
4,422
+1,585
239
$242K 0.03%
922
-881
240
$241K 0.03%
13,010
-165
241
$239K 0.03%
4,895
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242
$234K 0.02%
2,389
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243
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+3,568
244
$228K 0.02%
6,334
-4,503
245
$223K 0.02%
8,322
+2
246
$222K 0.02%
6,183
+49
247
$222K 0.02%
8,537
+24
248
$221K 0.02%
13,266
+3,252
249
$221K 0.02%
5,952
-184
250
$217K 0.02%
2,668
-102
8 9
10
11 12