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
$544M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$6.97M
3
+$5.67M
4
TMUS icon
T-Mobile US
TMUS
+$2.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$2.38M
2
+$1.32M
3
+$943K
4
TBI
Trueblue
TBI
+$814K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$672K

Sector Composition

1 Consumer Discretionary 20.74%
2 Financials 8.04%
3 Technology 5.58%
4 Communication Services 3.02%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.23%
48,600
52
$1.26M 0.23%
13,524
+1,891
53
$1.24M 0.23%
10,646
+799
54
$1.23M 0.23%
43,612
-1,214
55
$1.22M 0.22%
14,818
+299
56
$1.2M 0.22%
22,268
+2,561
57
$1.17M 0.21%
28,773
-5,065
58
$1.15M 0.21%
15,891
+51
59
$1.14M 0.21%
+14,273
60
$1.14M 0.21%
20,776
+360
61
$1.13M 0.21%
38,232
+2,955
62
$1.13M 0.21%
11,071
+26
63
$1.08M 0.2%
8,622
+829
64
$1.07M 0.2%
5
65
$1.06M 0.2%
7,634
+969
66
$1.03M 0.19%
22,259
-70
67
$1.03M 0.19%
9,236
+1,283
68
$1M 0.18%
35,216
+142
69
$998K 0.18%
12,107
+567
70
$983K 0.18%
25,780
+2,640
71
$972K 0.18%
17,333
+7,520
72
$966K 0.18%
10,124
-337
73
$938K 0.17%
14,963
+529
74
$932K 0.17%
7,343
+790
75
$921K 0.17%
24,720
+1,480
1 2
3
4 5