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
$778M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$10.1M
3
+$3.98M
4
UNH icon
UnitedHealth
UNH
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$989K

Top Sells

1
+$4.73M
2
+$1.45M
3
+$1.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$936K

Sector Composition

1 Consumer Discretionary 22.91%
2 Technology 12.42%
3 Communication Services 3.87%
4 Financials 3.21%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 0.48%
76,647
+823
27
$3.17M 0.41%
65,832
+5
28
$3.14M 0.4%
27,186
-1,289
29
$3.06M 0.39%
17,107
-522
30
$2.94M 0.38%
25,394
+2,840
31
$2.87M 0.37%
52,025
+7,957
32
$2.74M 0.35%
71,146
+5,754
33
$2.46M 0.32%
18,901
-136
34
$2.42M 0.31%
12,357
+9,420
35
$2.41M 0.31%
13,280
-30
36
$2.39M 0.31%
16,267
+22
37
$2.26M 0.29%
23,706
-4,956
38
$2.21M 0.28%
26,924
-989
39
$2.2M 0.28%
19,407
+945
40
$2.15M 0.28%
15,206
+62
41
$2.13M 0.27%
13,029
-1,871
42
$1.99M 0.26%
44,136
-17,270
43
$1.89M 0.24%
33,346
-812
44
$1.84M 0.24%
36,872
-10,025
45
$1.82M 0.23%
22,237
+2,181
46
$1.79M 0.23%
13,276
+46
47
$1.76M 0.23%
20,785
+125
48
$1.75M 0.23%
36,274
+6,207
49
$1.69M 0.22%
14,243
+258
50
$1.68M 0.22%
27,509
-688
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