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
301
$286K 0.02%
1,644
+7
302
$282K 0.02%
24,702
303
$281K 0.02%
7,029
-728
304
$279K 0.02%
3,666
-366
305
$276K 0.02%
4,965
-1,356
306
$275K 0.02%
14,037
+1,406
307
$274K 0.02%
4,891
-418
308
$273K 0.02%
3,405
+703
309
$272K 0.02%
+3,390
310
$272K 0.02%
7,291
311
$268K 0.02%
4,591
+35
312
$263K 0.02%
+5,120
313
$261K 0.02%
1,503
+7
314
$260K 0.02%
4,144
-136
315
$258K 0.02%
+4,122
316
$256K 0.02%
+10,406
317
$255K 0.02%
+3,115
318
$253K 0.02%
11,687
+29
319
$253K 0.02%
+2,679
320
$249K 0.02%
+5,063
321
$249K 0.02%
61
322
$249K 0.02%
3,905
-804
323
$249K 0.02%
+12,325
324
$247K 0.02%
+2,292
325
$242K 0.01%
+8,135
11 12
13
14 15