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
$777M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.15M
3
+$1.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$946K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K

Top Sells

1
+$4.91M
2
+$3.79M
3
+$2.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
NEWR
New Relic, Inc.
NEWR
+$1.3M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 11.7%
3 Communication Services 3.79%
4 Financials 3.57%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.24%
166,854
+39,984
52
$1.83M 0.24%
96,373
+16,820
53
$1.81M 0.23%
8,671
+1,974
54
$1.81M 0.23%
14,307
+2,021
55
$1.76M 0.23%
6,087
-439
56
$1.74M 0.22%
76,230
-3,810
57
$1.68M 0.22%
10,188
+1,454
58
$1.67M 0.21%
13,751
-2,087
59
$1.65M 0.21%
67,825
+22,267
60
$1.58M 0.2%
28,260
+2,360
61
$1.57M 0.2%
11,746
+1,001
62
$1.55M 0.2%
13,477
+30
63
$1.55M 0.2%
26,812
+2,358
64
$1.52M 0.2%
14,525
-2,688
65
$1.5M 0.19%
+54,757
66
$1.5M 0.19%
31,163
+5,743
67
$1.5M 0.19%
34,805
-198
68
$1.49M 0.19%
14,005
-633
69
$1.46M 0.19%
5,853
+1,092
70
$1.43M 0.18%
41,548
+9,351
71
$1.42M 0.18%
15,365
+240
72
$1.42M 0.18%
25,220
+160
73
$1.41M 0.18%
8,820
+1,251
74
$1.41M 0.18%
28,108
-417
75
$1.39M 0.18%
12,751
+4,225
1 2
3
4 5