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
$778M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$10.1M
3
+$3.98M
4
UNH icon
UnitedHealth
UNH
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$989K

Top Sells

1
+$4.73M
2
+$1.45M
3
+$1.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$936K

Sector Composition

1 Consumer Discretionary 22.91%
2 Technology 12.42%
3 Communication Services 3.87%
4 Financials 3.21%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$230K 0.03%
4,902
+145
252
$228K 0.03%
1,970
+74
253
$227K 0.03%
2,942
-11
254
$226K 0.03%
2,965
-4,815
255
$224K 0.03%
1,101
256
$224K 0.03%
6,666
257
$219K 0.03%
4,061
-581
258
$216K 0.03%
4,072
-262
259
$216K 0.03%
1,679
-27
260
$216K 0.03%
+3,258
261
$214K 0.03%
+3,016
262
$213K 0.03%
+14,449
263
$211K 0.03%
1,106
-2
264
$211K 0.03%
+4,661
265
$211K 0.03%
+3,074
266
$210K 0.03%
6,894
+1,304
267
$209K 0.03%
13,606
268
$207K 0.03%
+3,377
269
$207K 0.03%
+113
270
$206K 0.03%
4,306
+28
271
$206K 0.03%
+1,712
272
$204K 0.03%
3,487
-211
273
$202K 0.03%
17,890
274
$202K 0.03%
+1,978
275
$202K 0.03%
+2,860
9 10
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