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
426
$253K 0.01%
3,794
+21
427
$249K 0.01%
1,342
+41
428
$248K 0.01%
2,889
+14
429
$247K 0.01%
+4,723
430
$246K 0.01%
3,031
-5,870
431
$245K 0.01%
10,093
+12
432
$245K 0.01%
+4,187
433
$242K 0.01%
+1,101
434
$241K 0.01%
8,927
+110
435
$241K 0.01%
+2,591
436
$240K 0.01%
4,229
-1,059
437
$240K 0.01%
3,257
+32
438
$239K 0.01%
4,160
-583
439
$239K 0.01%
2,610
-957
440
$238K 0.01%
6,188
-277
441
$238K 0.01%
8,496
+1,450
442
$238K 0.01%
2,450
+30
443
$236K 0.01%
+1,300
444
$234K 0.01%
14,336
445
$234K 0.01%
6,125
446
$234K 0.01%
+1,351
447
$234K 0.01%
6,443
+149
448
$233K 0.01%
12,801
-3,802
449
$233K 0.01%
+1,234
450
$233K 0.01%
+956
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