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
276
$30K ﹤0.01%
1,900
+100
277
$28K ﹤0.01%
+10,357
278
$15K ﹤0.01%
3,500
+1,000
279
– –
-2,114
280
– –
-6,316
281
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-1,409
282
– –
-10,000
283
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-2,932
284
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-7,890
285
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-4,522
286
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-2,873
287
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-2,441
288
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-3,431
289
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-5,563
290
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-1,444
291
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-2,826
292
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-1,954
293
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-5,601
294
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-4,505
295
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-2,501
296
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-2,380
297
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-11,784
298
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-1,635
299
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-8,529
300
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-1,201
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