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
$513M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$1.23M
3
+$1.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$900K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$882K

Top Sells

1
+$4.51M
2
+$2.4M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$732K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$600K

Sector Composition

1 Consumer Discretionary 24.25%
2 Technology 5.85%
3 Financials 3.27%
4 Industrials 2.99%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 0.4%
64,898
-136
27
$2M 0.39%
15,099
-497
28
$1.96M 0.38%
48,955
-191
29
$1.89M 0.37%
67,050
+43,616
30
$1.88M 0.37%
17,110
+242
31
$1.87M 0.37%
28,372
-1,126
32
$1.81M 0.35%
23,258
+2,045
33
$1.77M 0.35%
48,600
34
$1.75M 0.34%
25,498
+71
35
$1.75M 0.34%
16,734
+888
36
$1.74M 0.34%
16,956
+559
37
$1.71M 0.33%
27,426
+12,982
38
$1.71M 0.33%
39,453
+12,950
39
$1.7M 0.33%
12,942
-927
40
$1.66M 0.32%
36,178
-1,156
41
$1.63M 0.32%
16,677
+402
42
$1.56M 0.3%
14,888
-43,192
43
$1.44M 0.28%
33,838
-197
44
$1.44M 0.28%
7,759
-268
45
$1.37M 0.27%
44,826
-1,114
46
$1.32M 0.26%
12,547
+1,208
47
$1.32M 0.26%
10,963
+1,884
48
$1.21M 0.24%
12,885
+815
49
$1.18M 0.23%
13,549
-401
50
$1.17M 0.23%
25,144
-950
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2
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