BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.61M
3
+$5.92M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
MAR icon
Marriott International
MAR
+$3.75M

Top Sells

1
+$26M
2
+$12.2M
3
+$6.61M
4
ALK icon
Alaska Air
ALK
+$3.55M
5
UNH icon
UnitedHealth
UNH
+$3.2M

Sector Composition

1 Consumer Discretionary 26.74%
2 Technology 20.51%
3 Financials 5.05%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$227K 0.01%
2,049
+118
827
$227K 0.01%
2,904
+44
828
$226K 0.01%
+2,009
829
$226K 0.01%
+1,195
830
$226K 0.01%
4,032
+157
831
$226K 0.01%
+4,628
832
$226K 0.01%
1,633
833
$224K 0.01%
+461
834
$223K 0.01%
5,338
835
$223K 0.01%
10,535
+393
836
$223K 0.01%
+1,601
837
$222K 0.01%
5,227
838
$219K 0.01%
+1,531
839
$219K 0.01%
+2,277
840
$219K 0.01%
+1,005
841
$218K 0.01%
9,305
-853
842
$218K 0.01%
+3,362
843
$216K 0.01%
+8,789
844
$215K 0.01%
+9,158
845
$214K 0.01%
+436
846
$214K 0.01%
16,382
+1,874
847
$213K 0.01%
+3,350
848
$211K 0.01%
+2,474
849
$209K 0.01%
6,194
-465
850
$209K 0.01%
1,851
+3
32 33
34
35 36