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
$437M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.71M
3
+$3.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.84M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.5M

Top Sells

1
+$2.54M
2
+$1.65M
3
+$1.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.05M

Sector Composition

1 Consumer Discretionary 13.45%
2 Technology 4.87%
3 Financials 3.43%
4 Industrials 3.31%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.44%
10,794
+3,793
27
$1.88M 0.43%
41,327
-6,010
28
$1.84M 0.42%
+36,212
29
$1.83M 0.42%
46,710
+1,272
30
$1.82M 0.42%
19,354
+482
31
$1.77M 0.4%
21,899
+3,572
32
$1.71M 0.39%
19,278
+3,376
33
$1.64M 0.37%
57,071
+13,004
34
$1.62M 0.37%
38,344
+14
35
$1.57M 0.36%
23,903
+72
36
$1.57M 0.36%
40,968
+2,746
37
$1.51M 0.35%
54,042
-11,402
38
$1.5M 0.34%
+18,750
39
$1.46M 0.33%
13,269
+170
40
$1.39M 0.32%
32,940
+252
41
$1.29M 0.3%
22,079
+4,663
42
$1.27M 0.29%
14,633
-26
43
$1.21M 0.28%
18,088
+183
44
$1.21M 0.28%
45,075
-120
45
$1.18M 0.27%
76,398
-8,784
46
$1.18M 0.27%
28,816
+1,166
47
$1.02M 0.23%
39,392
+26,560
48
$1.01M 0.23%
38,633
+5,172
49
$1M 0.23%
11,893
-1,381
50
$956K 0.22%
13,354
-783
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