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
251
$389K 0.02%
2,574
+74
252
$388K 0.02%
627
+12
253
$386K 0.02%
2,522
+16
254
$382K 0.02%
4,046
+32
255
$378K 0.02%
+22,352
256
$378K 0.02%
+13,368
257
$378K 0.02%
3,485
+22
258
$376K 0.02%
8,580
-1,160
259
$374K 0.02%
890
+1
260
$372K 0.02%
1,717
-105
261
$371K 0.02%
4,338
-13
262
$368K 0.02%
3,102
+329
263
$360K 0.02%
+1,514
264
$359K 0.02%
5,816
-1,867
265
$358K 0.02%
+214
266
$353K 0.02%
3,540
+13
267
$350K 0.02%
+11,568
268
$350K 0.02%
3,866
+119
269
$350K 0.02%
13,125
+30
270
$348K 0.02%
+1,647
271
$348K 0.02%
2,335
+127
272
$344K 0.02%
625
+184
273
$336K 0.02%
10,548
+655
274
$335K 0.02%
+13,040
275
$333K 0.02%
3,576
9 10
11
12 13