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
$951M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$9.34M
3
+$2.21M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M

Top Sells

1
+$6.47M
2
+$2.79M
3
+$2.22M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Sector Composition

1 Consumer Discretionary 40.17%
2 Technology 15.79%
3 Communication Services 3.66%
4 Healthcare 2.66%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 0.4%
51,189
-8,950
27
$3.8M 0.4%
32,066
+1,114
28
$3.52M 0.37%
26,807
+1,523
29
$3.18M 0.33%
78,128
+306
30
$3.15M 0.33%
21,892
-2,254
31
$3.1M 0.33%
10,879
-423
32
$2.95M 0.31%
362,563
-794,714
33
$2.93M 0.31%
85,132
-3,272
34
$2.87M 0.3%
17,214
-886
35
$2.78M 0.29%
21,147
+920
36
$2.53M 0.27%
30,622
-2,820
37
$2.41M 0.25%
24,954
+6,503
38
$2.39M 0.25%
26,549
+1,641
39
$2.36M 0.25%
25,561
+3,549
40
$2.33M 0.25%
14,738
+835
41
$2.32M 0.24%
31,653
-1,210
42
$2.1M 0.22%
13,003
-1,002
43
$2.06M 0.22%
58,935
-1,380
44
$2.06M 0.22%
33,856
-1,630
45
$2.05M 0.22%
47,695
-19,346
46
$1.96M 0.21%
260,212
+16,473
47
$1.91M 0.2%
9,439
+142
48
$1.9M 0.2%
7
49
$1.89M 0.2%
10,121
-1,142
50
$1.88M 0.2%
38,447
+610
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