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
$437M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.71M
3
+$3.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.84M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.5M

Top Sells

1
+$2.54M
2
+$1.65M
3
+$1.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.05M

Sector Composition

1 Consumer Discretionary 13.45%
2 Technology 4.87%
3 Financials 3.43%
4 Industrials 3.31%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$956K 0.22%
10,008
-2,519
52
$942K 0.22%
11,435
+1,082
53
$939K 0.22%
12,293
+7,214
54
$934K 0.21%
+9,077
55
$915K 0.21%
7,802
+1,922
56
$890K 0.2%
5
57
$879K 0.2%
12,483
58
$863K 0.2%
39,429
-1,700
59
$838K 0.19%
8,605
+5,534
60
$824K 0.19%
6,034
+542
61
$777K 0.18%
14,612
+1,931
62
$748K 0.17%
48,035
-357
63
$736K 0.17%
8,874
+1,573
64
$728K 0.17%
13,317
+1,978
65
$717K 0.16%
12,775
+127
66
$716K 0.16%
33,029
+14,539
67
$715K 0.16%
10,125
+1,717
68
$696K 0.16%
7,990
-2,342
69
$695K 0.16%
8,977
70
$687K 0.16%
13,176
+160
71
$660K 0.15%
25,170
+399
72
$658K 0.15%
16,736
-10,000
73
$649K 0.15%
5,907
+1,359
74
$637K 0.15%
24,715
-5,127
75
$632K 0.14%
8,602
-1,244
1 2
3
4 5