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
$2.37B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$16.6M
3
+$9.64M
4
AAPL icon
Apple
AAPL
+$9.05M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.9M

Top Sells

1
+$32.4M
2
+$2.57M
3
+$1.56M
4
SPLK
Splunk Inc
SPLK
+$957K
5
AMLP icon
Alerian MLP ETF
AMLP
+$843K

Sector Composition

1 Consumer Discretionary 28.26%
2 Technology 21.93%
3 Communication Services 5.3%
4 Financials 3.05%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$574K 0.02%
42,527
-161
302
$574K 0.02%
3,890
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5,150
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306
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307
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325
$508K 0.02%
20,506
-811
11 12
13
14 15