BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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
+$192M
2
+$18.1M
3
+$2.92M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.58M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.44M

Top Sells

1
+$12.2M
2
+$3.29M
3
+$2.43M
4
MSFT icon
Microsoft
MSFT
+$2.31M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.88M

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
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-2,744
280
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-2,932
281
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-7,890
282
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283
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-2,873
284
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-2,441
285
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286
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287
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-1,444
288
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-2,826
289
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-1,954
290
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-5,601
291
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292
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-2,501
293
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294
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-11,784
295
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296
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297
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298
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-2,883
299
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-4,851
300
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-5,976
10 11
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