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
$438M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.07M
3
+$322K
4
VZ icon
Verizon
VZ
+$300K
5
V icon
Visa
V
+$295K

Top Sells

1
+$6.09M
2
+$3.07M
3
+$2.18M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$745K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$572K

Sector Composition

1 Consumer Discretionary 12.97%
2 Technology 5.56%
3 Financials 3.96%
4 Industrials 3.88%
5 Healthcare 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$945K 0.22%
31,602
52
$925K 0.21%
9,079
53
$912K 0.21%
33,215
-665
54
$901K 0.21%
7,890
+920
55
$885K 0.2%
13,304
+25
56
$878K 0.2%
21,785
-1,258
57
$873K 0.2%
18,376
-317
58
$862K 0.2%
50,655
-2,359
59
$853K 0.19%
18,291
+6,426
60
$847K 0.19%
15,678
+956
61
$836K 0.19%
10,293
+1,810
62
$832K 0.19%
7,193
+50
63
$819K 0.19%
4
64
$806K 0.18%
14,583
+21
65
$787K 0.18%
8,437
+1,019
66
$783K 0.18%
8,239
+552
67
$757K 0.17%
50,405
+114
68
$750K 0.17%
5,406
+309
69
$747K 0.17%
5,793
+253
70
$745K 0.17%
7,105
+88
71
$727K 0.17%
5,706
+207
72
$716K 0.16%
18,284
+196
73
$714K 0.16%
10,634
+4,398
74
$711K 0.16%
26,508
-17
75
$707K 0.16%
14,455
+21
1 2
3
4 5