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
$1.62B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$7.61M
2 +$3.59M
3 +$3.24M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.14M
5
AMGN icon
Amgen
AMGN
+$2.45M

Top Sells

1 +$18.2M
2 +$4.63M
3 +$1.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.28M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.07M

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
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