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
$443M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.04M
3
+$696K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$592K
5
GSAT icon
Globalstar
GSAT
+$510K

Top Sells

1
+$5.22M
2
+$3.55M
3
+$3.07M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.17M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.02M

Sector Composition

1 Consumer Discretionary 11.55%
2 Technology 5.57%
3 Financials 3.61%
4 Industrials 3.43%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.43%
10,996
+42
27
$1.89M 0.43%
17,234
-515
28
$1.87M 0.42%
17,884
+202
29
$1.75M 0.4%
24,084
+496
30
$1.74M 0.39%
43,036
+2,695
31
$1.72M 0.39%
38,358
32
$1.67M 0.38%
21,300
+37
33
$1.61M 0.36%
55,512
-10,936
34
$1.59M 0.36%
56,572
-3,980
35
$1.53M 0.35%
7,820
+432
36
$1.52M 0.34%
26,779
+5,993
37
$1.52M 0.34%
14,969
+747
38
$1.49M 0.34%
50,486
+5,066
39
$1.39M 0.31%
30,916
-464
40
$1.3M 0.29%
14,710
+70
41
$1.28M 0.29%
22,222
-427
42
$1.24M 0.28%
17,609
-735
43
$1.23M 0.28%
12,177
+2,727
44
$1.18M 0.27%
27,937
+789
45
$1.11M 0.25%
44,605
+3,782
46
$1.05M 0.24%
14,422
+1,194
47
$1.01M 0.23%
9,078
+1
48
$987K 0.22%
12,196
+489
49
$976K 0.22%
12,483
50
$952K 0.22%
9,028
-101
1
2
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