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
351
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+9,452
352
$444K 0.02%
1,456
-19
353
$443K 0.02%
4,261
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356
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358
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536
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$402K 0.02%
11,585
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