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
$777M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.15M
3
+$1.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$946K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K

Top Sells

1
+$4.91M
2
+$3.79M
3
+$2.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
NEWR
New Relic, Inc.
NEWR
+$1.3M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 11.7%
3 Communication Services 3.79%
4 Financials 3.57%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.18%
13,212
+358
77
$1.36M 0.17%
24,062
+2,234
78
$1.34M 0.17%
47,596
-3,674
79
$1.32M 0.17%
33,905
-2,790
80
$1.31M 0.17%
9,887
-347
81
$1.24M 0.16%
28,125
+1,128
82
$1.21M 0.16%
28,123
-102
83
$1.21M 0.16%
11,931
+1,804
84
$1.21M 0.16%
17,127
-1,385
85
$1.13M 0.14%
19,378
+63
86
$1.1M 0.14%
439
-1
87
$1.1M 0.14%
27,004
+4,212
88
$1.08M 0.14%
12,901
-2,550
89
$1.02M 0.13%
17,249
+168
90
$1.02M 0.13%
6,799
-304
91
$1.02M 0.13%
63,216
-128
92
$1.01M 0.13%
24,022
+7,287
93
$1.01M 0.13%
36,371
-8,577
94
$1.01M 0.13%
19,401
+603
95
$995K 0.13%
19,781
-618
96
$994K 0.13%
7,286
+2,266
97
$992K 0.13%
2,898
+151
98
$986K 0.13%
12,111
-1,051
99
$982K 0.13%
13,480
+4,195
100
$979K 0.13%
16,219
+9,005
2 3
4
5 6