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
326
$242K 0.01%
+2,450
327
$242K 0.01%
+7,220
328
$240K 0.01%
+6,624
329
$237K 0.01%
4,661
-1,429
330
$235K 0.01%
+9,412
331
$232K 0.01%
+1,527
332
$230K 0.01%
+2,867
333
$229K 0.01%
+676
334
$227K 0.01%
+19,000
335
$226K 0.01%
+1,609
336
$226K 0.01%
+3,351
337
$226K 0.01%
+3,374
338
$225K 0.01%
+646
339
$225K 0.01%
+3,414
340
$225K 0.01%
+1,875
341
$224K 0.01%
+9,526
342
$223K 0.01%
+1,956
343
$222K 0.01%
+2,712
344
$222K 0.01%
1,570
+115
345
$222K 0.01%
4,160
-808
346
$219K 0.01%
+5,449
347
$218K 0.01%
1,828
+2
348
$218K 0.01%
1,281
-11
349
$217K 0.01%
+711
350
$217K 0.01%
+1,553
12 13
14
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