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
$693M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.8M
3
+$3.25M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.26M
5
AMZN icon
Amazon
AMZN
+$2.09M

Top Sells

1
+$1.71M
2
+$1.14M
3
+$1.07M
4
NEWR
New Relic, Inc.
NEWR
+$976K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$931K

Sector Composition

1 Consumer Discretionary 19.65%
2 Technology 13.32%
3 Communication Services 3.47%
4 Financials 3.39%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.27%
8,366
+139
52
$1.8M 0.26%
13,673
-665
53
$1.72M 0.25%
172,302
+3,996
54
$1.66M 0.24%
22,450
-10,691
55
$1.65M 0.24%
15,087
+758
56
$1.63M 0.24%
37,607
+3,424
57
$1.61M 0.23%
28,577
+6,862
58
$1.58M 0.23%
30,480
+1,680
59
$1.56M 0.23%
14,347
+161
60
$1.54M 0.22%
13,962
+329
61
$1.51M 0.22%
13,559
-239
62
$1.5M 0.22%
19,588
-1,263
63
$1.49M 0.21%
68,951
-3,587
64
$1.48M 0.21%
12,944
-1,359
65
$1.46M 0.21%
9,180
-549
66
$1.46M 0.21%
16,254
+929
67
$1.4M 0.2%
10,618
-1,192
68
$1.35M 0.19%
12,388
+576
69
$1.34M 0.19%
25,660
+760
70
$1.31M 0.19%
28,601
-146
71
$1.28M 0.19%
13,573
+96
72
$1.27M 0.18%
51,411
+3,852
73
$1.24M 0.18%
45,021
+88
74
$1.24M 0.18%
27,458
-1,172
75
$1.23M 0.18%
13,415
+5,351
1 2
3
4 5