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
401
$357K 0.02%
1,579
-67
402
$357K 0.02%
9,629
-992
403
$357K 0.02%
1,733
+2
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$356K 0.02%
3,602
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405
$355K 0.02%
2,841
+140
406
$354K 0.01%
18,710
+2,170
407
$353K 0.01%
5,317
+1,661
408
$352K 0.01%
10,120
+147
409
$351K 0.01%
+6,815
410
$346K 0.01%
46,671
+596
411
$340K 0.01%
7,023
+183
412
$338K 0.01%
6,926
413
$337K 0.01%
4,684
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414
$336K 0.01%
4,883
-47
415
$336K 0.01%
2,213
+42
416
$334K 0.01%
2,548
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417
$334K 0.01%
12,070
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418
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+5,782
419
$330K 0.01%
5,612
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420
$330K 0.01%
7,022
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421
$329K 0.01%
5,796
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422
$328K 0.01%
11,614
+9
423
$328K 0.01%
1,052
+80
424
$328K 0.01%
6,376
-401
425
$328K 0.01%
10,642
15 16
17
18 19