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
$2.12B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$20.4M
3
+$5.28M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.92M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.83M

Top Sells

1
+$3.51M
2
+$2.87M
3
+$2.66M
4
MSFT icon
Microsoft
MSFT
+$2.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.01M

Sector Composition

1 Consumer Discretionary 32.07%
2 Technology 18.66%
3 Communication Services 8.72%
4 Financials 2.81%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$297K 0.01%
1,837
-1,427
377
$296K 0.01%
7,861
+271
378
$296K 0.01%
2,236
-92
379
$295K 0.01%
2,175
-20
380
$294K 0.01%
4,897
+59
381
$294K 0.01%
1,082
+33
382
$291K 0.01%
3,133
+5
383
$290K 0.01%
2,241
+29
384
$287K 0.01%
14,709
+69
385
$285K 0.01%
2,292
386
$284K 0.01%
+8,864
387
$283K 0.01%
1,829
+35
388
$282K 0.01%
7,629
+41
389
$281K 0.01%
3,702
+777
390
$281K 0.01%
6,816
+122
391
$280K 0.01%
3,860
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392
$279K 0.01%
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393
$279K 0.01%
3,623
+591
394
$276K 0.01%
5,840
+165
395
$275K 0.01%
3,816
-1,114
396
$275K 0.01%
3,227
-156
397
$274K 0.01%
9,866
+64
398
$272K 0.01%
4,692
+162
399
$272K 0.01%
2,925
+139
400
$272K 0.01%
1,052
-452
14 15
16
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