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
$513M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$1.23M
3
+$1.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$900K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$882K

Top Sells

1
+$4.51M
2
+$2.4M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$732K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$600K

Sector Composition

1 Consumer Discretionary 24.25%
2 Technology 5.85%
3 Financials 3.27%
4 Industrials 2.99%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$871K 0.17%
7,272
+27
77
$840K 0.16%
6,665
-424
78
$840K 0.16%
14,434
+212
79
$837K 0.16%
102,432
+510
80
$828K 0.16%
22,660
-147
81
$828K 0.16%
8,287
+658
82
$828K 0.16%
17,695
-248
83
$825K 0.16%
22,493
+1,342
84
$814K 0.16%
31,602
85
$800K 0.16%
13,227
-553
86
$756K 0.15%
14,604
-2,476
87
$736K 0.14%
14,609
+675
88
$733K 0.14%
25,304
+5,860
89
$721K 0.14%
18,568
+99
90
$699K 0.14%
37,804
+482
91
$689K 0.13%
7,045
-219
92
$669K 0.13%
8,395
-618
93
$651K 0.13%
3,519
94
$632K 0.12%
40,136
95
$618K 0.12%
5,808
+1,616
96
$605K 0.12%
21,730
+830
97
$599K 0.12%
55,038
+5,738
98
$596K 0.12%
18,206
+8,418
99
$572K 0.11%
6,509
-326
100
$565K 0.11%
4,750
2 3
4
5 6