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
576
$450K 0.01%
1,199
-11
577
$450K 0.01%
+4,317
578
$449K 0.01%
2,058
+32
579
$449K 0.01%
+4,737
580
$448K 0.01%
7,352
+85
581
$447K 0.01%
+1,897
582
$446K 0.01%
+12,181
583
$446K 0.01%
17,131
+1,019
584
$446K 0.01%
+1,323
585
$443K 0.01%
5,553
+421
586
$443K 0.01%
+5,445
587
$441K 0.01%
3,874
+50
588
$436K 0.01%
18,714
+12
589
$434K 0.01%
14,761
+1,785
590
$429K 0.01%
3,399
+45
591
$423K 0.01%
162
+36
592
$423K 0.01%
4,610
+652
593
$417K 0.01%
6,538
-69
594
$414K 0.01%
6,045
-18
595
$413K 0.01%
+1,483
596
$413K 0.01%
6,000
597
$413K 0.01%
23,680
+346
598
$410K 0.01%
6,025
+96
599
$408K 0.01%
+5,981
600
$406K 0.01%
+13,617
22 23
24
25 26