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
$3.46B
AUM Growth
+$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$81.2M
3
+$17.9M
4
PFE icon
Pfizer
PFE
+$16.8M
5
AAPL icon
Apple
AAPL
+$16.3M

Top Sells

1
+$7.76M
2
+$1.86M
3
+$1.66M
4
SYY icon
Sysco
SYY
+$1.64M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M

Sector Composition

1 Consumer Discretionary 29.06%
2 Technology 22.8%
3 Communication Services 4.41%
4 Financials 4.08%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-12,424
702
– –
-4,685
703
– –
-2,244
704
– –
-5,189
705
– –
-2,025
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