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
251
$214K 0.02%
4,756
-72
252
$213K 0.02%
158
+23
253
$209K 0.02%
2,839
-2,283
254
$207K 0.02%
1,497
-22
255
$206K 0.02%
6,126
-66
256
$205K 0.02%
3,258
+24
257
$203K 0.02%
4,047
258
$203K 0.02%
9,900
259
$202K 0.02%
7,291
260
$201K 0.02%
1,399
-485
261
$200K 0.02%
626
+90
262
$167K 0.02%
29,373
263
$160K 0.02%
16,058
264
$157K 0.02%
17,890
265
$142K 0.01%
13,731
+484
266
$128K 0.01%
+13
267
$83K 0.01%
663
+143
268
$71K 0.01%
+3,735
269
$68K 0.01%
13,478
-108
270
$61K 0.01%
13,295
+1,752
271
$54K 0.01%
1,800
+800
272
$51K 0.01%
+2,521
273
$45K ﹤0.01%
11,286
274
$43K ﹤0.01%
3,034
275
$38K ﹤0.01%
1,333
+1,000
9 10
11
12 13