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
$1.62B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$3.84M
3
+$3.35M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.35M
5
AMGN icon
Amgen
AMGN
+$2.45M

Top Sells

1
+$18.6M
2
+$5.05M
3
+$1.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Sector Composition

1 Consumer Discretionary 36.84%
2 Technology 16.21%
3 Communication Services 8.28%
4 Healthcare 2.44%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$451K 0.03%
3,212
+152
227
$449K 0.03%
14,865
+10
228
$440K 0.03%
1,304
+79
229
$439K 0.03%
6,980
+120
230
$439K 0.03%
4,563
231
$435K 0.03%
15,534
-312
232
$433K 0.03%
6,343
+192
233
$429K 0.03%
3,547
+8
234
$429K 0.03%
10,213
+2,179
235
$428K 0.03%
1,649
+103
236
$426K 0.03%
2,980
+84
237
$425K 0.03%
10,860
-79
238
$419K 0.03%
1,375
+1
239
$415K 0.03%
6,500
-1,838
240
$412K 0.03%
7,043
-176
241
$412K 0.03%
+18,036
242
$412K 0.03%
7,615
-4,918
243
$404K 0.03%
6,000
244
$398K 0.02%
4,136
-726
245
$396K 0.02%
5,563
+164
246
$395K 0.02%
3,961
-1,964
247
$395K 0.02%
1,767
-7
248
$393K 0.02%
6,332
-516
249
$393K 0.02%
2,447
+107
250
$389K 0.02%
2,443
-168
8 9
10
11 12