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
251
$243K 0.02%
+451
252
$243K 0.02%
+8,218
253
$241K 0.02%
1,255
-16
254
$240K 0.02%
5,711
-3,662
255
$237K 0.02%
2,758
+90
256
$234K 0.02%
4,314
-108
257
$231K 0.02%
+1,170
258
$230K 0.02%
8,569
+32
259
$230K 0.02%
+3,703
260
$228K 0.02%
+1,632
261
$228K 0.02%
+6,913
262
$228K 0.02%
12,565
-11,921
263
$225K 0.02%
+1,228
264
$224K 0.02%
+3,206
265
$222K 0.02%
4,514
-242
266
$219K 0.02%
+8,813
267
$218K 0.02%
+4,275
268
$215K 0.02%
+7,529
269
$214K 0.02%
4,032
-15
270
$212K 0.02%
3,970
-925
271
$210K 0.02%
2,404
-1,087
272
$207K 0.02%
+4,787
273
$207K 0.02%
1,218
-953
274
$206K 0.02%
2,976
-282
275
$203K 0.02%
+4,000
9 10
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