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
551
$480K 0.01%
+9,465
552
$480K 0.01%
1,873
+158
553
$479K 0.01%
+56,532
554
$477K 0.01%
653
-25
555
$477K 0.01%
+6,791
556
$476K 0.01%
+4,223
557
$475K 0.01%
6,802
+1,031
558
$475K 0.01%
5,902
+1,366
559
$474K 0.01%
5,202
+3,310
560
$469K 0.01%
+5,102
561
$469K 0.01%
4,249
+75
562
$468K 0.01%
+9,036
563
$465K 0.01%
3,031
+169
564
$463K 0.01%
30,143
+1,333
565
$461K 0.01%
1,387
-29
566
$458K 0.01%
+45,238
567
$456K 0.01%
+2,521
568
$455K 0.01%
10,727
+1,518
569
$454K 0.01%
2,638
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570
$454K 0.01%
9,037
-2,726
571
$454K 0.01%
2,529
+350
572
$453K 0.01%
1,448
+134
573
$451K 0.01%
+2,779
574
$451K 0.01%
567
+267
575
$451K 0.01%
+8,787
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