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
326
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29,485
-706
327
$503K 0.02%
7,935
+1,095
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6,439
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339
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25,330
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346
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349
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350
$450K 0.02%
4,533
-4,888
12 13
14
15 16