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
376
$201K 0.01%
+2,644
377
$200K 0.01%
+3,398
378
$200K 0.01%
+2,159
379
$189K 0.01%
21,553
380
$181K 0.01%
13,106
381
$153K 0.01%
10,645
+70
382
$147K 0.01%
13,786
+740
383
$143K 0.01%
+261
384
$134K 0.01%
34,000
+4,000
385
$127K 0.01%
14,455
+730
386
$122K 0.01%
16,647
+8
387
$109K 0.01%
17,608
+1,410
388
$78K ﹤0.01%
3,500
389
$68K ﹤0.01%
1,940
+40
390
$64K ﹤0.01%
+1,509
391
$55K ﹤0.01%
667
392
$49K ﹤0.01%
3,000
+1,500
393
$35K ﹤0.01%
+6,833
394
$27K ﹤0.01%
10,000
395
$14K ﹤0.01%
200
396
– –
0
397
– –
0
398
– –
0
399
– –
0
400
– –
0
14 15
16
17 18