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
$544M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$6.97M
3
+$5.67M
4
TMUS icon
T-Mobile US
TMUS
+$2.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$2.38M
2
+$1.32M
3
+$943K
4
TBI
Trueblue
TBI
+$814K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$672K

Sector Composition

1 Consumer Discretionary 20.74%
2 Financials 8.04%
3 Technology 5.58%
4 Communication Services 3.02%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$920K 0.17%
8,980
+693
77
$870K 0.16%
21,265
-1,395
78
$861K 0.16%
104,790
+2,358
79
$854K 0.16%
11,162
-126
80
$853K 0.16%
13,359
-740
81
$834K 0.15%
12,142
-1,407
82
$827K 0.15%
9,870
+1,475
83
$804K 0.15%
23,238
+5,032
84
$789K 0.15%
12,518
-709
85
$788K 0.15%
22,885
+392
86
$787K 0.14%
8,388
-4,497
87
$783K 0.14%
4,971
-1,201
88
$759K 0.14%
17,592
-21,861
89
$757K 0.14%
19,385
+817
90
$743K 0.14%
+13,991
91
$740K 0.14%
7,393
+121
92
$707K 0.13%
52,279
-11,515
93
$695K 0.13%
6,700
-345
94
$682K 0.13%
3,519
95
$672K 0.12%
23,290
+1,560
96
$666K 0.12%
6,786
+277
97
$645K 0.12%
13,176
-4,519
98
$621K 0.11%
5,830
+22
99
$617K 0.11%
4,584
+187
100
$606K 0.11%
19,098
-6,446
2 3
4
5 6