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
451
$287K 0.01%
1,416
+32
452
$287K 0.01%
346
+27
453
$285K 0.01%
+12,222
454
$285K 0.01%
5,474
+128
455
$285K 0.01%
1,434
-951
456
$283K 0.01%
10,743
-82
457
$280K 0.01%
9,633
-242
458
$278K 0.01%
13,446
+1,281
459
$275K 0.01%
24,380
-2
460
$275K 0.01%
3,345
+100
461
$274K 0.01%
3,543
+332
462
$274K 0.01%
920
-1,703
463
$274K 0.01%
3,801
-658
464
$273K 0.01%
39
-1
465
$270K 0.01%
+3,291
466
$266K 0.01%
+964
467
$266K 0.01%
37,701
468
$266K 0.01%
+2,532
469
$264K 0.01%
+1,579
470
$261K 0.01%
2,898
-102
471
$261K 0.01%
2,886
-1,852
472
$261K 0.01%
2,045
-575
473
$259K 0.01%
+7,323
474
$256K 0.01%
2,178
+2
475
$255K 0.01%
+1,326
17 18
19
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