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
$544M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$6.97M
3
+$5.67M
4
TMUS icon
T-Mobile US
TMUS
+$2.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$2.38M
2
+$1.32M
3
+$943K
4
TBI
Trueblue
TBI
+$814K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$672K

Sector Composition

1 Consumer Discretionary 20.74%
2 Financials 8.04%
3 Technology 5.58%
4 Communication Services 3.02%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 0.5%
20,384
-272
27
$2.38M 0.44%
65,193
+295
28
$2.27M 0.42%
46,946
+359
29
$2.14M 0.39%
70,186
+3,136
30
$2.06M 0.38%
48,844
-111
31
$2.03M 0.37%
18,780
+1,824
32
$2.01M 0.37%
18,116
-6,060
33
$1.92M 0.35%
16,770
-340
34
$1.92M 0.35%
14,394
-705
35
$1.86M 0.34%
22,281
-977
36
$1.81M 0.33%
15,686
+798
37
$1.8M 0.33%
3,271
+1,991
38
$1.76M 0.32%
28,691
+1,265
39
$1.75M 0.32%
12,120
-822
40
$1.72M 0.32%
24,267
-1,231
41
$1.67M 0.31%
36,194
+16
42
$1.62M 0.3%
14,227
-2,507
43
$1.58M 0.29%
16,772
+6,284
44
$1.57M 0.29%
15,840
-837
45
$1.54M 0.28%
12,727
+1,764
46
$1.54M 0.28%
62,002
+24,198
47
$1.53M 0.28%
7,496
-263
48
$1.36M 0.25%
26,897
+12,288
49
$1.34M 0.25%
13,525
+978
50
$1.34M 0.25%
37,313
+23,643
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