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
$2.37B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$18.4M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$9.43M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$8.53M

Top Sells

1
+$32.7M
2
+$2.79M
3
+$1.56M
4
SPLK
Splunk Inc
SPLK
+$957K
5
AMLP icon
Alerian MLP ETF
AMLP
+$846K

Sector Composition

1 Consumer Discretionary 28.26%
2 Technology 21.96%
3 Communication Services 5.3%
4 Financials 3.02%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.4M 0.65%
109,962
+9,734
27
$15.1M 0.64%
60,703
-773
28
$15M 0.63%
149,876
+32,521
29
$15M 0.63%
599,699
+154,904
30
$14M 0.59%
39,528
+8,537
31
$13.2M 0.56%
330,843
+134
32
$13.1M 0.55%
136,399
+10,365
33
$12.4M 0.52%
283,279
+49,621
34
$11.5M 0.48%
32,139
+167
35
$11.4M 0.48%
27,958
+3,233
36
$11M 0.47%
16,727
+920
37
$10.1M 0.42%
411,710
+47,833
38
$9.48M 0.4%
18,004
+2,365
39
$9.14M 0.39%
360,575
-1,289,709
40
$8.72M 0.37%
119,303
+1,067
41
$8.7M 0.37%
360,979
+71,596
42
$8.63M 0.36%
171,688
+1,445
43
$8.61M 0.36%
88,156
-441
44
$8.18M 0.34%
37,481
+96
45
$7.79M 0.33%
100,258
-1,078
46
$7.64M 0.32%
17,501
+220
47
$7.64M 0.32%
22,035
+2,665
48
$7.63M 0.32%
72,398
-123
49
$7.6M 0.32%
28,871
+1,309
50
$7.44M 0.31%
120,269
-1,189
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