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
426
$324K 0.01%
2,437
+52
427
$321K 0.01%
1,429
+339
428
$321K 0.01%
4,872
+670
429
$319K 0.01%
26,197
+5,441
430
$316K 0.01%
9,595
+16
431
$315K 0.01%
11,981
+237
432
$314K 0.01%
13,400
+306
433
$313K 0.01%
3,019
+2
434
$312K 0.01%
2,051
+186
435
$309K 0.01%
+5,524
436
$308K 0.01%
8,337
+161
437
$308K 0.01%
7,655
+6
438
$308K 0.01%
3,051
+78
439
$306K 0.01%
99,383
440
$303K 0.01%
12,524
+2,226
441
$303K 0.01%
17,575
442
$302K 0.01%
2,180
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443
$302K 0.01%
7,701
-4,685
444
$301K 0.01%
4,470
+1,002
445
$300K 0.01%
5,071
+26
446
$297K 0.01%
1,233
-20
447
$295K 0.01%
5,135
+305
448
$291K 0.01%
5,696
+118
449
$290K 0.01%
5,615
-379
450
$288K 0.01%
+1,811
16 17
18
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