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
376
$401K 0.02%
1,698
+18
377
$400K 0.02%
+5,378
378
$398K 0.02%
5,834
+405
379
$397K 0.02%
6,867
-1,727
380
$396K 0.02%
18,194
+100
381
$395K 0.02%
2,271
+155
382
$393K 0.02%
6,731
+27
383
$390K 0.02%
6,246
+31
384
$388K 0.02%
42,544
+2,436
385
$381K 0.02%
10,485
-855
386
$380K 0.02%
20,609
-449
387
$380K 0.02%
935
-129
388
$380K 0.02%
2,469
-7
389
$378K 0.02%
4,445
-81
390
$377K 0.02%
240
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391
$374K 0.02%
731
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392
$373K 0.02%
6,000
393
$370K 0.02%
4,812
-154
394
$369K 0.02%
2,233
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395
$366K 0.02%
9,370
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396
$366K 0.02%
1,717
+7
397
$364K 0.02%
4,038
+50
398
$363K 0.02%
8,008
+737
399
$361K 0.02%
1,968
+164
400
$359K 0.02%
4,693
+522
14 15
16
17 18