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
$693M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.8M
3
+$3.25M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.26M
5
AMZN icon
Amazon
AMZN
+$2.09M

Top Sells

1
+$1.71M
2
+$1.14M
3
+$1.07M
4
NEWR
New Relic, Inc.
NEWR
+$976K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$931K

Sector Composition

1 Consumer Discretionary 19.65%
2 Technology 13.32%
3 Communication Services 3.47%
4 Financials 3.39%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.18%
11,513
-209
77
$1.21M 0.18%
12,385
-482
78
$1.21M 0.17%
25,462
+8,393
79
$1.2M 0.17%
5,212
-52
80
$1.12M 0.16%
+62,987
81
$1.12M 0.16%
33,625
-150
82
$1.05M 0.15%
30,715
+5,257
83
$1.04M 0.15%
7,608
+927
84
$1.03M 0.15%
9,568
-298
85
$1.01M 0.15%
14,634
+1,395
86
$1.01M 0.15%
26,168
+347
87
$994K 0.14%
44,805
+870
88
$981K 0.14%
35,213
89
$973K 0.14%
36,350
-3,680
90
$964K 0.14%
5,074
-13
91
$951K 0.14%
25,626
-586
92
$911K 0.13%
24,176
-10,892
93
$905K 0.13%
19,857
+73
94
$901K 0.13%
9,774
+132
95
$901K 0.13%
12,081
+221
96
$872K 0.13%
8,623
-3,761
97
$868K 0.13%
10,960
-321
98
$864K 0.12%
18,546
-143
99
$851K 0.12%
5,325
100
$838K 0.12%
4,719
+172
2 3
4
5 6