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
$1.62B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$3.84M
3
+$3.35M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.35M
5
AMGN icon
Amgen
AMGN
+$2.45M

Top Sells

1
+$18.6M
2
+$5.05M
3
+$1.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Sector Composition

1 Consumer Discretionary 36.84%
2 Technology 16.21%
3 Communication Services 8.28%
4 Healthcare 2.44%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04M 0.19%
14,219
+2,902
52
$3.03M 0.19%
13,856
-217
53
$2.97M 0.18%
11,186
-178
54
$2.81M 0.17%
17,478
-2
55
$2.78M 0.17%
30,601
+1,233
56
$2.77M 0.17%
46,932
57
$2.65M 0.16%
18,600
+7,501
58
$2.57M 0.16%
5,143
-328
59
$2.54M 0.16%
21,332
+7,094
60
$2.52M 0.16%
166,416
-20,544
61
$2.52M 0.16%
40,592
-2,250
62
$2.51M 0.16%
9,378
+4,185
63
$2.44M 0.15%
7
+1
64
$2.42M 0.15%
237,453
-15,899
65
$2.4M 0.15%
68,937
-3,891
66
$2.39M 0.15%
20,241
+637
67
$2.34M 0.14%
29,955
+724
68
$2.33M 0.14%
18,261
+666
69
$2.25M 0.14%
16,430
+1,106
70
$2.24M 0.14%
10,575
+5,323
71
$2.19M 0.14%
6,363
+700
72
$2.14M 0.13%
33,511
-705
73
$2.11M 0.13%
69,467
+5,924
74
$2.04M 0.13%
45,541
+928
75
$2.02M 0.12%
16,946
+8,829
1 2
3
4 5