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
$2.12B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$20.4M
3
+$5.28M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.92M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.83M

Top Sells

1
+$3.51M
2
+$2.87M
3
+$2.66M
4
MSFT icon
Microsoft
MSFT
+$2.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.01M

Sector Composition

1 Consumer Discretionary 32.07%
2 Technology 18.66%
3 Communication Services 8.72%
4 Financials 2.81%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$216K 0.01%
+1,203
477
$216K 0.01%
5,287
+426
478
$214K 0.01%
+1,974
479
$214K 0.01%
3,137
+52
480
$214K 0.01%
+1,496
481
$213K 0.01%
2,049
+132
482
$213K 0.01%
2,682
483
$213K 0.01%
+1,842
484
$211K 0.01%
+2,218
485
$211K 0.01%
+2,414
486
$211K 0.01%
2,469
-614
487
$211K 0.01%
566
-1
488
$210K 0.01%
+1,084
489
$210K 0.01%
36,717
490
$210K 0.01%
1,230
491
$208K 0.01%
+2,169
492
$206K 0.01%
+1,525
493
$205K 0.01%
+5,494
494
$204K 0.01%
+256
495
$202K 0.01%
+1,113
496
$201K 0.01%
+2,866
497
$201K 0.01%
+2,555
498
$200K 0.01%
+26,237
499
$200K 0.01%
+879
500
$200K 0.01%
+3,774
18 19
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