BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.61M
3
+$5.92M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
MAR icon
Marriott International
MAR
+$3.75M

Top Sells

1
+$26M
2
+$12.2M
3
+$6.61M
4
ALK icon
Alaska Air
ALK
+$3.55M
5
UNH icon
UnitedHealth
UNH
+$3.2M

Sector Composition

1 Consumer Discretionary 26.74%
2 Technology 20.51%
3 Financials 5.05%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$504K 0.01%
+2,936
527
$504K 0.01%
27,794
-4,793
528
$503K 0.01%
656
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529
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+2,308
530
$502K 0.01%
+6,307
531
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532
$501K 0.01%
13,483
-4,646
533
$499K 0.01%
1,429
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534
$498K 0.01%
20,418
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535
$494K 0.01%
6,233
-5
536
$492K 0.01%
6,911
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537
$490K 0.01%
18,364
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538
$490K 0.01%
+7,590
539
$490K 0.01%
6,439
540
$489K 0.01%
+1,559
541
$489K 0.01%
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$488K 0.01%
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$486K 0.01%
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6,483
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547
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549
$484K 0.01%
3,280
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550
$482K 0.01%
10,450
+234
20 21
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