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
526
$212K 0.01%
+6,297
527
$210K 0.01%
31,904
+1
528
$210K 0.01%
+2,123
529
$210K 0.01%
+7,848
530
$210K 0.01%
+882
531
$210K 0.01%
13,269
-306
532
$210K 0.01%
+4,030
533
$209K 0.01%
+8,173
534
$208K 0.01%
4,341
-871
535
$208K 0.01%
+6,370
536
$208K 0.01%
+2,271
537
$208K 0.01%
2,797
-175
538
$207K 0.01%
22,034
+207
539
$207K 0.01%
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540
$207K 0.01%
+1,909
541
$205K 0.01%
+4,492
542
$203K 0.01%
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543
$203K 0.01%
+9,828
544
$203K 0.01%
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545
$202K 0.01%
2,611
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546
$201K 0.01%
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547
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10,014
-112
548
$200K 0.01%
+349
549
$193K 0.01%
12,406
-369
550
$179K 0.01%
3,275
-298
20 21
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