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
$265M
AUM Growth
-$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$218K
3 +$164K
4
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$118K
5
GSAT icon
Globalstar
GSAT
+$58.2K

Top Sells

1 +$57.4M
2 +$28.9M
3 +$20.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.3M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$14.2M

Sector Composition

1 Consumer Discretionary 38.63%
2 Technology 2.7%
3 Financials 2.08%
4 Communication Services 1.15%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,073
102
-7,505
103
-6,704
104
-14,723
105
-8,936
106
-4,732
107
-3,430
108
-3,919
109
-1,941
110
-76,816
111
-9,625
112
-2,078
113
-15,460
114
-12,203
115
-3,970
116
-6,777
117
-9,207
118
-6,437
119
-3,271
120
-5,984
121
-4
122
-3,945
123
-3,848
124
-4,272
125
-1,600