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

Top Buys

1
+$26.8M
2
+$18.4M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$9.43M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$8.53M

Top Sells

1
+$32.7M
2
+$2.79M
3
+$1.56M
4
SPLK
Splunk Inc
SPLK
+$957K
5
AMLP icon
Alerian MLP ETF
AMLP
+$846K

Sector Composition

1 Consumer Discretionary 28.26%
2 Technology 21.96%
3 Communication Services 5.3%
4 Financials 3.02%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$449K 0.02%
+9,452
352
$444K 0.02%
1,456
-19
353
$443K 0.02%
4,261
+1,837
354
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355
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9,032
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356
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+1,677
357
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1,916
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358
$432K 0.02%
7,515
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9,450
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360
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15,900
+1,618
361
$419K 0.02%
54,458
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362
$418K 0.02%
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363
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364
$417K 0.02%
8,173
+386
365
$416K 0.02%
2,615
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366
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367
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368
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73,851
+1,032
369
$408K 0.02%
11,726
+3,377
370
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1,236
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371
$407K 0.02%
15,580
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372
$406K 0.02%
1,041
-82
373
$406K 0.02%
536
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374
$403K 0.02%
+6,329
375
$402K 0.02%
11,585
-235
13 14
15
16 17