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
$951M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$9.34M
3
+$2.21M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M

Top Sells

1
+$6.47M
2
+$2.79M
3
+$2.22M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Sector Composition

1 Consumer Discretionary 40.17%
2 Technology 15.79%
3 Communication Services 3.66%
4 Healthcare 2.66%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.13%
16,023
+10
77
$1.28M 0.13%
34,010
+1,030
78
$1.25M 0.13%
25,779
-1,088
79
$1.22M 0.13%
42,653
+3,137
80
$1.2M 0.13%
35,924
+10,889
81
$1.16M 0.12%
54,753
-2,389
82
$1.15M 0.12%
17,973
-704
83
$1.14M 0.12%
172,400
+12,800
84
$1.13M 0.12%
1,901
-2
85
$1.13M 0.12%
4,761
-196
86
$1.12M 0.12%
25,361
+432
87
$1.1M 0.12%
13,456
-4,494
88
$1.08M 0.11%
4,762
+53
89
$1.06M 0.11%
7,486
+1,433
90
$1.04M 0.11%
11,739
+199
91
$1M 0.11%
9,700
+678
92
$967K 0.1%
67,360
+21,234
93
$958K 0.1%
74,144
+2,958
94
$956K 0.1%
13,102
-572
95
$946K 0.1%
30,787
+1,877
96
$925K 0.1%
24,435
+11,745
97
$924K 0.1%
13,233
+742
98
$920K 0.1%
3,690
+204
99
$913K 0.1%
21,910
-7,930
100
$913K 0.1%
32,694
-99,854
2 3
4
5 6