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
$1.23B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.31M
3
+$4.28M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.11M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.62M

Top Sells

1
+$25.7M
2
+$4.27M
3
+$3.59M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.59M

Sector Composition

1 Consumer Discretionary 41.68%
2 Technology 16.77%
3 Communication Services 3.63%
4 Healthcare 2.36%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.46M 0.12%
16,007
-16
77
$1.37M 0.11%
39,656
-8,119
78
$1.36M 0.11%
4,790
+29
79
$1.34M 0.11%
9,957
-80
80
$1.34M 0.11%
13,430
-1,328
81
$1.33M 0.11%
17,355
-618
82
$1.32M 0.11%
6,130
+529
83
$1.3M 0.11%
41,890
-632
84
$1.29M 0.1%
23,380
-2,399
85
$1.26M 0.1%
67,360
86
$1.26M 0.1%
52,896
-1,857
87
$1.25M 0.1%
7,388
-98
88
$1.25M 0.1%
4,733
-29
89
$1.21M 0.1%
13,560
-7,164
90
$1.2M 0.1%
10,207
+507
91
$1.18M 0.1%
11,064
-675
92
$1.18M 0.1%
123,840
-48,560
93
$1.17M 0.09%
52,500
-4,805
94
$1.15M 0.09%
3,904
+214
95
$1.14M 0.09%
12,500
+1,186
96
$1.14M 0.09%
7,826
-7,059
97
$1.13M 0.09%
76,186
+2,042
98
$1.1M 0.09%
6,546
+2,320
99
$1.09M 0.09%
14,181
+7,569
100
$1.08M 0.09%
27,075
+2,640
2 3
4
5 6