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
276
$332K 0.02%
1,217
+4
277
$329K 0.02%
6,572
-3,519
278
$328K 0.02%
914
+5
279
$327K 0.02%
6,184
+34
280
$321K 0.02%
908
-6
281
$319K 0.02%
+3,053
282
$318K 0.02%
4,631
+25
283
$316K 0.02%
6,700
+50
284
$311K 0.02%
3,141
+60
285
$310K 0.02%
+1,463
286
$310K 0.02%
1,340
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287
$307K 0.02%
1,260
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288
$307K 0.02%
2,059
-8
289
$305K 0.02%
12,429
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290
$303K 0.02%
2,194
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291
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292
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614
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293
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294
$294K 0.02%
4,575
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295
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296
$291K 0.02%
408
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297
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+767
298
$289K 0.02%
5,229
+39
299
$288K 0.02%
5,350
-808
300
$287K 0.02%
11,159
+56
10 11
12
13 14