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
$2.37B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$18.4M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$9.43M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$8.53M

Top Sells

1
+$32.7M
2
+$2.79M
3
+$1.56M
4
SPLK
Splunk Inc
SPLK
+$957K
5
AMLP icon
Alerian MLP ETF
AMLP
+$846K

Sector Composition

1 Consumer Discretionary 28.26%
2 Technology 21.96%
3 Communication Services 5.3%
4 Financials 3.02%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.22M 0.3%
371,882
-4,472
52
$6.91M 0.29%
40,649
+5,430
53
$6.82M 0.29%
685,060
-9,571
54
$6.76M 0.29%
23,476
+786
55
$6.55M 0.28%
39,691
+127
56
$6.28M 0.26%
99,719
-6,082
57
$6.28M 0.26%
17,883
-183
58
$6.25M 0.26%
142,421
+1,790
59
$6.13M 0.26%
41,013
-646
60
$5.91M 0.25%
25,408
+1,786
61
$5.89M 0.25%
122,912
+6,352
62
$5.64M 0.24%
9,674
+577
63
$5.55M 0.23%
95,795
+5,562
64
$5.49M 0.23%
17,662
-1,064
65
$5.49M 0.23%
35,030
-1,623
66
$5.44M 0.23%
32,926
+4,404
67
$5.21M 0.22%
53,746
-1,780
68
$5.18M 0.22%
19,873
+2,433
69
$4.94M 0.21%
101,540
+2,280
70
$4.72M 0.2%
7,904
+168
71
$4.66M 0.2%
115,881
-1,682
72
$4.42M 0.19%
24,576
-927
73
$4.29M 0.18%
19,266
+75
74
$4.22M 0.18%
24,853
+306
75
$4.09M 0.17%
10,847
+1,206
1 2
3
4 5