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
$443M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.04M
3
+$696K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$592K
5
GSAT icon
Globalstar
GSAT
+$510K

Top Sells

1
+$5.22M
2
+$3.55M
3
+$3.07M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.17M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.02M

Sector Composition

1 Consumer Discretionary 11.55%
2 Technology 5.57%
3 Financials 3.61%
4 Industrials 3.43%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.11%
5,165
+76
102
$487K 0.11%
5,551
-628
103
$483K 0.11%
4,029
104
$483K 0.11%
5,972
+79
105
$474K 0.11%
13,390
+74
106
$467K 0.11%
16,740
+980
107
$465K 0.11%
3,985
108
$462K 0.1%
6,639
+226
109
$454K 0.1%
6,183
+30
110
$422K 0.1%
16,010
-2,355
111
$409K 0.09%
4,938
+89
112
$408K 0.09%
7,222
-1,425
113
$404K 0.09%
3,891
114
$403K 0.09%
2,738
+7
115
$400K 0.09%
8,322
116
$398K 0.09%
6,860
117
$397K 0.09%
3,630
+172
118
$391K 0.09%
19,370
+2,085
119
$388K 0.09%
5,024
+21
120
$387K 0.09%
4,259
+18
121
$378K 0.09%
+21,333
122
$375K 0.08%
7,668
+218
123
$374K 0.08%
4,656
+50
124
$368K 0.08%
+3,911
125
$361K 0.08%
1,145
+10
3 4
5
6 7