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
551
$176K 0.01%
12,069
+38
552
$169K 0.01%
49,261
553
$156K 0.01%
11,319
-590
554
$151K 0.01%
14,596
-306
555
$151K 0.01%
21,575
+8,453
556
$141K 0.01%
13,762
-6,766
557
$139K 0.01%
+12,227
558
$133K 0.01%
23,020
559
$127K 0.01%
25,885
-14,895
560
$122K 0.01%
123,532
+61,766
561
$110K ﹤0.01%
33,516
-14,000
562
$99.3K ﹤0.01%
+19,737
563
$95.1K ﹤0.01%
+10,000
564
$78.2K ﹤0.01%
3,220
565
$61.9K ﹤0.01%
14,497
-899
566
$45.3K ﹤0.01%
30,000
567
$41.7K ﹤0.01%
18,118
+3,550
568
$33.2K ﹤0.01%
1,203
-8
569
$29.2K ﹤0.01%
+12,215
570
$27.6K ﹤0.01%
1,900
571
$26.7K ﹤0.01%
+14,575
572
$20.2K ﹤0.01%
1,182
573
$15.5K ﹤0.01%
20,765
+9,794
574
$10.6K ﹤0.01%
16,831
575
$9.36K ﹤0.01%
+1,667
21 22
23
24 25