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
$437M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.71M
3
+$3.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.84M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.5M

Top Sells

1
+$2.54M
2
+$1.65M
3
+$1.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.05M

Sector Composition

1 Consumer Discretionary 13.45%
2 Technology 4.87%
3 Financials 3.43%
4 Industrials 3.31%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$623K 0.14%
15,430
+134
77
$622K 0.14%
16,192
-853
78
$622K 0.14%
25,176
-824
79
$614K 0.14%
16,662
-1,183
80
$609K 0.14%
10,608
+3,933
81
$600K 0.14%
+17,500
82
$573K 0.13%
+8,883
83
$572K 0.13%
8,064
+3,093
84
$564K 0.13%
7,057
+5
85
$559K 0.13%
6,612
+780
86
$558K 0.13%
6,728
+32
87
$546K 0.13%
6,388
-1,914
88
$536K 0.12%
4,876
+8
89
$536K 0.12%
7,595
+3,600
90
$533K 0.12%
6,380
+50
91
$524K 0.12%
15,966
92
$510K 0.12%
+8,525
93
$509K 0.12%
5,079
-326
94
$493K 0.11%
9,528
-3,770
95
$485K 0.11%
5,377
+1,024
96
$485K 0.11%
6,179
-262
97
$484K 0.11%
+8,000
98
$474K 0.11%
5,224
+2,036
99
$465K 0.11%
5,616
+160
100
$464K 0.11%
4,029
+10
2 3
4
5 6