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
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