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
$619M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.23M
3
+$1.49M
4
NFLX icon
Netflix
NFLX
+$1.38M
5
LMT icon
Lockheed Martin
LMT
+$1.09M

Top Sells

1
+$7.67M
2
+$1.12M
3
+$907K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$756K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$574K

Sector Composition

1 Consumer Discretionary 25.7%
2 Technology 6.86%
3 Communication Services 3.56%
4 Industrials 3.11%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 0.47%
29,174
+4,509
27
$2.87M 0.46%
20,245
+2,043
28
$2.87M 0.46%
3,271
29
$2.86M 0.46%
61,134
-9,998
30
$2.72M 0.44%
31,169
+10,263
31
$2.63M 0.42%
68,600
+20,000
32
$2.6M 0.42%
17,456
-163
33
$2.44M 0.39%
18,822
-326
34
$2.32M 0.37%
61,922
+6,506
35
$2.25M 0.36%
19,049
+221
36
$2.13M 0.34%
18,905
+1,694
37
$2.12M 0.34%
53,898
+10,382
38
$2.09M 0.34%
31,335
+2,724
39
$2.06M 0.33%
46,554
-1,692
40
$2.02M 0.33%
15,710
+899
41
$2M 0.32%
60,208
+940
42
$1.86M 0.3%
15,190
+1,502
43
$1.82M 0.29%
11,989
+164
44
$1.8M 0.29%
14,723
+1,619
45
$1.78M 0.29%
23,229
+49
46
$1.75M 0.28%
15,012
-816
47
$1.7M 0.28%
17,115
+1,368
48
$1.67M 0.27%
34,376
+22
49
$1.59M 0.26%
26,723
+414
50
$1.53M 0.25%
29,129
-558
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