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
451
$232K 0.01%
627
-267
452
$232K 0.01%
+9,042
453
$230K 0.01%
1,311
+25
454
$230K 0.01%
+1,909
455
$228K 0.01%
5,834
+559
456
$228K 0.01%
836
+35
457
$227K 0.01%
3,452
-702
458
$227K 0.01%
+2,354
459
$227K 0.01%
+5,492
460
$226K 0.01%
803
-67
461
$226K 0.01%
+9,401
462
$226K 0.01%
1,034
+34
463
$225K 0.01%
+1,228
464
$225K 0.01%
1,054
-9
465
$224K 0.01%
8,302
+210
466
$223K 0.01%
3,364
-236
467
$222K 0.01%
+3,161
468
$222K 0.01%
+968
469
$222K 0.01%
+2,394
470
$220K 0.01%
2,924
-25
471
$219K 0.01%
3,890
-3,704
472
$219K 0.01%
+3,460
473
$218K 0.01%
+1,266
474
$217K 0.01%
1,459
+13
475
$216K 0.01%
+584
17 18
19
20 21