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
501
$234K 0.01%
+1,694
502
$231K 0.01%
+2,571
503
$230K 0.01%
+4,118
504
$229K 0.01%
+1,826
505
$229K 0.01%
4,970
+29
506
$228K 0.01%
+7,982
507
$227K 0.01%
15,779
+3,005
508
$226K 0.01%
935
+108
509
$224K 0.01%
+15,788
510
$222K 0.01%
3,506
-218
511
$222K 0.01%
814
-65
512
$221K 0.01%
+1,816
513
$220K 0.01%
6,023
+3
514
$219K 0.01%
+6,164
515
$219K 0.01%
+13,485
516
$218K 0.01%
+2,773
517
$217K 0.01%
+4,132
518
$216K 0.01%
+1,939
519
$216K 0.01%
+3,450
520
$215K 0.01%
470
+30
521
$215K 0.01%
+6,103
522
$214K 0.01%
+67,230
523
$214K 0.01%
+6,540
524
$214K 0.01%
+6,727
525
$213K 0.01%
18,904
+1,424
19 20
21
22 23