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
$438M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.07M
3
+$322K
4
VZ icon
Verizon
VZ
+$300K
5
V icon
Visa
V
+$295K

Top Sells

1
+$6.09M
2
+$3.07M
3
+$2.18M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$745K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$572K

Sector Composition

1 Consumer Discretionary 12.97%
2 Technology 5.56%
3 Financials 3.96%
4 Industrials 3.88%
5 Healthcare 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.49%
51,362
+665
27
$2M 0.46%
15,714
+733
28
$1.97M 0.45%
18,092
-195
29
$1.93M 0.44%
28,474
+518
30
$1.92M 0.44%
17,248
-260
31
$1.81M 0.41%
21,769
-70
32
$1.79M 0.41%
24,221
-1,014
33
$1.78M 0.41%
11,439
+1,136
34
$1.77M 0.41%
36,650
-1,768
35
$1.62M 0.37%
15,716
+608
36
$1.58M 0.36%
16,208
+1,300
37
$1.55M 0.36%
48,836
+3,090
38
$1.4M 0.32%
16,033
+71
39
$1.4M 0.32%
12,484
+604
40
$1.2M 0.27%
25,430
+1,768
41
$1.16M 0.26%
13,515
+417
42
$1.14M 0.26%
11,808
-1,477
43
$1.11M 0.25%
41,920
-977
44
$1.04M 0.24%
13,349
-4,553
45
$1.04M 0.24%
21,469
46
$1.03M 0.24%
9,541
+275
47
$998K 0.23%
25,428
+2,465
48
$998K 0.23%
40,136
49
$962K 0.22%
13,786
-80
50
$950K 0.22%
27,000
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