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
$778M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$10.1M
3
+$3.98M
4
UNH icon
UnitedHealth
UNH
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$989K

Top Sells

1
+$4.73M
2
+$1.45M
3
+$1.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$936K

Sector Composition

1 Consumer Discretionary 22.91%
2 Technology 12.42%
3 Communication Services 3.87%
4 Financials 3.21%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.17%
17,748
+5,000
77
$1.31M 0.17%
129,270
+1,326
78
$1.23M 0.16%
10,439
+100
79
$1.22M 0.16%
23,447
-508
80
$1.21M 0.16%
6,490
+16
81
$1.19M 0.15%
7,566
+187
82
$1.15M 0.15%
23,317
+597
83
$1.13M 0.15%
7,759
-38
84
$1.12M 0.14%
18,864
-106
85
$1.1M 0.14%
23,034
+5,458
86
$1.08M 0.14%
19,554
+136
87
$1.06M 0.14%
15,515
+57
88
$1.06M 0.14%
9,475
+14
89
$1.05M 0.14%
12,642
+254
90
$987K 0.13%
37,905
+21,675
91
$984K 0.13%
7,414
+202
92
$976K 0.13%
4,231
+2,277
93
$963K 0.12%
15,115
-1,019
94
$958K 0.12%
13,171
+3,320
95
$955K 0.12%
18,122
-228
96
$939K 0.12%
+21,885
97
$922K 0.12%
43,005
+190
98
$908K 0.12%
47,415
+3,421
99
$901K 0.12%
19,117
+51
100
$894K 0.12%
24,924
+8,564
2 3
4
5 6