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
$777M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.15M
3
+$1.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$946K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K

Top Sells

1
+$4.91M
2
+$3.79M
3
+$2.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
NEWR
New Relic, Inc.
NEWR
+$1.3M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 11.7%
3 Communication Services 3.79%
4 Financials 3.57%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 0.42%
26,443
-21
27
$3.21M 0.41%
15,697
-223
28
$3.14M 0.4%
75,959
+15
29
$3.02M 0.39%
15,540
-19,494
30
$2.85M 0.37%
51,335
+3,004
31
$2.73M 0.35%
26,223
+2,362
32
$2.66M 0.34%
16,884
-600
33
$2.64M 0.34%
33,176
+807
34
$2.62M 0.34%
13,420
-520
35
$2.58M 0.33%
31,236
+4,187
36
$2.36M 0.3%
37,192
+4,734
37
$2.35M 0.3%
19,327
+613
38
$2.29M 0.3%
32,240
+6,148
39
$2.29M 0.29%
13,996
+365
40
$2.23M 0.29%
67,952
-7,491
41
$2.19M 0.28%
8,971
+95
42
$2.15M 0.28%
6,412
+43
43
$2.15M 0.28%
19,030
+2,324
44
$2.04M 0.26%
13,082
+115
45
$1.97M 0.25%
7
46
$1.93M 0.25%
14,561
+938
47
$1.91M 0.25%
19,011
-12,922
48
$1.9M 0.24%
45,016
-3,700
49
$1.84M 0.24%
20,825
-1,550
50
$1.84M 0.24%
13,559
+1,437
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