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
$951M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$9.34M
3
+$2.21M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M

Top Sells

1
+$6.47M
2
+$2.79M
3
+$2.22M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Sector Composition

1 Consumer Discretionary 40.17%
2 Technology 15.79%
3 Communication Services 3.66%
4 Healthcare 2.66%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.2%
9,768
+756
52
$1.86M 0.2%
29,707
+1,399
53
$1.81M 0.19%
33,742
+11,193
54
$1.81M 0.19%
179,904
+8,586
55
$1.81M 0.19%
11,095
+566
56
$1.73M 0.18%
5,419
-278
57
$1.72M 0.18%
14,885
+548
58
$1.69M 0.18%
15,943
+4,600
59
$1.67M 0.18%
13,917
+1,417
60
$1.62M 0.17%
73,519
+512
61
$1.6M 0.17%
10,202
+209
62
$1.6M 0.17%
13,548
-1,987
63
$1.59M 0.17%
66,363
-510
64
$1.55M 0.16%
15,645
+644
65
$1.54M 0.16%
10,319
-54
66
$1.52M 0.16%
13,850
+241
67
$1.52M 0.16%
47,775
+311
68
$1.5M 0.16%
20,724
+6,432
69
$1.5M 0.16%
+53,946
70
$1.46M 0.15%
12,642
+410
71
$1.45M 0.15%
36,750
-3,612
72
$1.35M 0.14%
32,732
+3,340
73
$1.33M 0.14%
75,025
+11,169
74
$1.32M 0.14%
42,522
+2,676
75
$1.31M 0.14%
14,758
+134
1 2
3
4 5