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
476
$255K 0.01%
+5,079
477
$253K 0.01%
4,566
+332
478
$253K 0.01%
1,039
-4
479
$252K 0.01%
4,353
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480
$250K 0.01%
7,752
-58
481
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+8,021
482
$248K 0.01%
6,913
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483
$248K 0.01%
+96
484
$246K 0.01%
+1,594
485
$246K 0.01%
4,288
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486
$245K 0.01%
4,536
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487
$244K 0.01%
6,469
+15
488
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+1,153
489
$243K 0.01%
3,673
-238
490
$243K 0.01%
3,181
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491
$243K 0.01%
8,333
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492
$242K 0.01%
636
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$241K 0.01%
771
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494
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14,207
-3,751
495
$240K 0.01%
+1,978
496
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3,306
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497
$239K 0.01%
11,152
+163
498
$237K 0.01%
+4,684
499
$235K 0.01%
+5,430
500
$234K 0.01%
2,620
-42
18 19
20
21 22