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
$544M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$6.97M
3
+$5.67M
4
TMUS icon
T-Mobile US
TMUS
+$2.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$2.38M
2
+$1.32M
3
+$943K
4
TBI
Trueblue
TBI
+$814K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$672K

Sector Composition

1 Consumer Discretionary 20.74%
2 Financials 8.04%
3 Technology 5.58%
4 Communication Services 3.02%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$601K 0.11%
+6,904
102
$595K 0.11%
7,183
+279
103
$592K 0.11%
20,436
-4,868
104
$587K 0.11%
3,848
105
$584K 0.11%
40,136
106
$531K 0.1%
7,375
+1,282
107
$522K 0.1%
6,137
-27
108
$501K 0.09%
8,774
+1,092
109
$492K 0.09%
8,746
+3,972
110
$486K 0.09%
+11,241
111
$486K 0.09%
4,758
+8
112
$483K 0.09%
4,143
+306
113
$479K 0.09%
6,384
+907
114
$475K 0.09%
8,306
+209
115
$473K 0.09%
36,288
-18,750
116
$464K 0.09%
3,941
117
$461K 0.08%
11,050
-3,554
118
$461K 0.08%
+4,598
119
$445K 0.08%
4,951
-830
120
$443K 0.08%
5,112
-96
121
$439K 0.08%
5,403
+1,228
122
$438K 0.08%
8,189
+2,272
123
$438K 0.08%
32,316
+4,498
124
$431K 0.08%
3,768
-422
125
$430K 0.08%
5,266
-459
3 4
5
6 7