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
$438M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.07M
3
+$322K
4
VZ icon
Verizon
VZ
+$300K
5
V icon
Visa
V
+$295K

Top Sells

1
+$6.09M
2
+$3.07M
3
+$2.18M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$745K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$572K

Sector Composition

1 Consumer Discretionary 12.97%
2 Technology 5.56%
3 Financials 3.96%
4 Industrials 3.88%
5 Healthcare 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$684K 0.16%
8,204
+387
77
$682K 0.16%
4,734
-600
78
$657K 0.15%
21,890
+1,050
79
$651K 0.15%
22,852
-1,688
80
$648K 0.15%
7,999
+600
81
$606K 0.14%
13,955
-40
82
$606K 0.14%
4,988
+212
83
$595K 0.14%
19,786
-1,182
84
$592K 0.14%
9,646
-14
85
$575K 0.13%
42,188
-1,500
86
$566K 0.13%
7,057
-349
87
$548K 0.13%
5,638
-756
88
$547K 0.13%
8,844
-721
89
$545K 0.12%
6,791
-241
90
$543K 0.12%
3,513
91
$535K 0.12%
4,567
+145
92
$530K 0.12%
7,100
93
$525K 0.12%
6,552
+100
94
$506K 0.12%
5,490
+29
95
$502K 0.11%
5,914
-186
96
$486K 0.11%
5,199
-169
97
$484K 0.11%
3,583
-32
98
$473K 0.11%
51,825
99
$466K 0.11%
8,658
+450
100
$464K 0.11%
8,000
2 3
4
5 6