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
$1.62B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$3.84M
3
+$3.35M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.35M
5
AMGN icon
Amgen
AMGN
+$2.45M

Top Sells

1
+$18.6M
2
+$5.05M
3
+$1.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Sector Composition

1 Consumer Discretionary 36.84%
2 Technology 16.21%
3 Communication Services 8.28%
4 Healthcare 2.44%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.01M 0.43%
30,251
-912
27
$6.46M 0.4%
73,760
+7,060
28
$6.26M 0.39%
121,206
-1,931
29
$6.24M 0.39%
22,828
+3,695
30
$6.17M 0.38%
35,110
+2,486
31
$6.1M 0.38%
60,408
-1,954
32
$5.83M 0.36%
22,318
+980
33
$5.62M 0.35%
219,084
+130,507
34
$5.6M 0.35%
39,581
+3,203
35
$5.06M 0.31%
13,422
-163
36
$4.93M 0.3%
21,424
+10,640
37
$4.88M 0.3%
84,926
+827
38
$4.6M 0.28%
29,245
+1,487
39
$4.52M 0.28%
20,325
+679
40
$4.48M 0.28%
74,431
+8,186
41
$4.39M 0.27%
24,213
+13
42
$4.39M 0.27%
21,212
+115
43
$4.27M 0.26%
13,610
-375
44
$4.21M 0.26%
13,178
+38
45
$4.08M 0.25%
77,873
-3,306
46
$3.59M 0.22%
34,957
+125
47
$3.49M 0.22%
13,787
+4,957
48
$3.48M 0.22%
61,206
+9,182
49
$3.4M 0.21%
26,740
-63
50
$3.21M 0.2%
11,190
-1,836
1
2
3 4 5