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
276
$201K 0.03%
1,597
-217
277
$201K 0.03%
+3,730
278
$201K 0.03%
+5,980
279
$196K 0.03%
13,451
-4,106
280
$183K 0.02%
42,145
-1,500
281
$166K 0.02%
10,717
282
$164K 0.02%
10,429
-20
283
$140K 0.02%
2,864
+167
284
$131K 0.02%
50,226
285
$119K 0.02%
19,225
+5,518
286
$108K 0.01%
+791
287
$100K 0.01%
19,856
288
$87K 0.01%
11,229
+192
289
$63K 0.01%
5,713
290
$48K 0.01%
11,286
291
$48K 0.01%
+15,000
292
$45K 0.01%
12,279
-16
293
$19K ﹤0.01%
102
294
$7K ﹤0.01%
3,333
295
– –
-3,313
296
– –
-2,016
297
– –
-2,426
298
– –
-12,897
299
– –
-4,516
300
– –
-1,368
9 10 11
12
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