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
401
$271K 0.01%
2,944
+43
402
$270K 0.01%
1,353
-776
403
$270K 0.01%
+2,575
404
$270K 0.01%
3,520
+7
405
$269K 0.01%
8,272
+820
406
$269K 0.01%
8,666
+314
407
$269K 0.01%
1,618
+10
408
$269K 0.01%
+14,500
409
$268K 0.01%
9,746
+804
410
$268K 0.01%
2,175
+514
411
$267K 0.01%
41,503
-68,300
412
$265K 0.01%
3,880
+44
413
$264K 0.01%
+762
414
$263K 0.01%
+4,858
415
$262K 0.01%
2,272
-13
416
$261K 0.01%
+1,542
417
$260K 0.01%
2,934
+88
418
$260K 0.01%
1,440
-605
419
$259K 0.01%
23,140
+452
420
$259K 0.01%
+3,842
421
$257K 0.01%
6,879
+137
422
$257K 0.01%
+5,006
423
$257K 0.01%
7,025
-33,646
424
$255K 0.01%
5,502
+116
425
$253K 0.01%
+4,514
15 16
17
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