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
$413M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$18M
3
+$14.8M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.58M

Top Sells

1
+$27.7M
2
+$16.8M
3
+$1.82M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.05M
5
VV icon
Vanguard Large-Cap ETF
VV
+$950K

Sector Composition

1 Consumer Discretionary 38.8%
2 Technology 7.52%
3 Industrials 2.52%
4 Financials 2.34%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$566K 0.14%
17,220
+7,148
52
$540K 0.13%
+7,880
53
$514K 0.12%
18,496
54
$505K 0.12%
+4,821
55
$495K 0.12%
+5,719
56
$492K 0.12%
+3,741
57
$470K 0.11%
+5,349
58
$465K 0.11%
+9,046
59
$463K 0.11%
+4,040
60
$448K 0.11%
+7,393
61
$442K 0.11%
4,245
+1,043
62
$439K 0.11%
+5,796
63
$433K 0.1%
2,642
+1,200
64
$426K 0.1%
+5,535
65
$411K 0.1%
+3,004
66
$404K 0.1%
+4,776
67
$399K 0.1%
6,860
68
$385K 0.09%
+4,873
69
$372K 0.09%
+8,372
70
$372K 0.09%
3,631
+1,452
71
$370K 0.09%
+4,604
72
$326K 0.08%
+2,721
73
$310K 0.08%
+11,219
74
$310K 0.08%
+10,235
75
$303K 0.07%
+11,206
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3
4 5