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
$513M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$1.23M
3
+$1.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$900K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$882K

Top Sells

1
+$4.51M
2
+$2.4M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$732K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$600K

Sector Composition

1 Consumer Discretionary 24.25%
2 Technology 5.85%
3 Financials 3.27%
4 Industrials 2.99%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.22%
14,519
+291
52
$1.13M 0.22%
9,847
-209
53
$1.09M 0.21%
20,416
+174
54
$1.09M 0.21%
11,045
+1,963
55
$1.08M 0.21%
11,633
+1,217
56
$1.07M 0.21%
63,794
+6,412
57
$1.06M 0.21%
1,280
-154
58
$1.02M 0.2%
15,840
+237
59
$997K 0.19%
6,172
+3,218
60
$989K 0.19%
5
+1
61
$981K 0.19%
10,488
+1,739
62
$970K 0.19%
14,099
+572
63
$959K 0.19%
22,329
-1,716
64
$952K 0.19%
35,074
+2,098
65
$948K 0.18%
6,553
+1,264
66
$941K 0.18%
11,540
+1,698
67
$941K 0.18%
10,461
+1,169
68
$921K 0.18%
7,793
-14
69
$917K 0.18%
35,277
+1,786
70
$911K 0.18%
19,707
-777
71
$900K 0.18%
+23,140
72
$882K 0.17%
+23,240
73
$880K 0.17%
7,953
+934
74
$875K 0.17%
11,288
-152
75
$872K 0.17%
+25,544
1 2
3
4 5