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
$1.23B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.31M
3
+$4.28M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.11M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.62M

Top Sells

1
+$25.7M
2
+$4.27M
3
+$3.59M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.59M

Sector Composition

1 Consumer Discretionary 41.68%
2 Technology 16.77%
3 Communication Services 3.63%
4 Healthcare 2.36%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$293K 0.02%
6,150
-1,752
227
$291K 0.02%
3,056
-1,136
228
$288K 0.02%
888
-34
229
$287K 0.02%
6,122
+30
230
$285K 0.02%
406
-24
231
$284K 0.02%
6,122
+12
232
$283K 0.02%
+4,896
233
$283K 0.02%
13,055
+45
234
$271K 0.02%
1,159
-78
235
$269K 0.02%
608
-18
236
$268K 0.02%
8,338
-7,720
237
$264K 0.02%
9,324
+1,002
238
$264K 0.02%
29,373
239
$263K 0.02%
6,231
+48
240
$261K 0.02%
+5,402
241
$259K 0.02%
476
-78
242
$259K 0.02%
+11,658
243
$257K 0.02%
4,371
-722
244
$250K 0.02%
+4,705
245
$248K 0.02%
3,566
-2
246
$248K 0.02%
+767
247
$247K 0.02%
+10,533
248
$246K 0.02%
+7,790
249
$245K 0.02%
+2,775
250
$244K 0.02%
7,291
8 9
10
11 12