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
$438M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.07M
3
+$322K
4
VZ icon
Verizon
VZ
+$300K
5
V icon
Visa
V
+$295K

Top Sells

1
+$6.09M
2
+$3.07M
3
+$2.18M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$745K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$572K

Sector Composition

1 Consumer Discretionary 12.97%
2 Technology 5.56%
3 Financials 3.96%
4 Industrials 3.88%
5 Healthcare 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.1%
3,020
102
$450K 0.1%
7,359
103
$449K 0.1%
6,688
-469
104
$438K 0.1%
2,098
+163
105
$434K 0.1%
7,516
+656
106
$411K 0.09%
6,568
+12
107
$408K 0.09%
4,224
+82
108
$407K 0.09%
6,089
-562
109
$406K 0.09%
8,278
+2,063
110
$399K 0.09%
3,765
111
$397K 0.09%
10,806
+449
112
$395K 0.09%
6,000
113
$389K 0.09%
5,008
-183
114
$385K 0.09%
15,000
115
$384K 0.09%
4,767
+25
116
$380K 0.09%
3,916
+11
117
$378K 0.09%
12,643
+259
118
$374K 0.09%
20,577
+294
119
$370K 0.08%
4,298
+319
120
$364K 0.08%
10,040
-2,540
121
$361K 0.08%
8,169
122
$355K 0.08%
2,314
+1
123
$355K 0.08%
3,437
+1
124
$354K 0.08%
7,217
+577
125
$351K 0.08%
7,569
+1,095
3 4
5
6 7