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
$777M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.15M
3
+$1.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$946K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K

Top Sells

1
+$4.91M
2
+$3.79M
3
+$2.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
NEWR
New Relic, Inc.
NEWR
+$1.3M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 11.7%
3 Communication Services 3.79%
4 Financials 3.57%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$967K 0.12%
18,204
+126
102
$964K 0.12%
18,625
+69
103
$963K 0.12%
9,856
104
$962K 0.12%
14,749
-911
105
$953K 0.12%
14,396
106
$950K 0.12%
14,915
107
$946K 0.12%
+33,913
108
$912K 0.12%
11,812
-550
109
$887K 0.11%
11,196
+317
110
$868K 0.11%
4,940
+1,208
111
$856K 0.11%
22,689
-2,476
112
$850K 0.11%
31,973
+3,878
113
$830K 0.11%
6,618
-25
114
$828K 0.11%
5,301
+709
115
$825K 0.11%
8,903
+2,111
116
$814K 0.1%
10,346
-365
117
$814K 0.1%
8,009
+1,756
118
$789K 0.1%
3,214
-475
119
$785K 0.1%
7,132
120
$784K 0.1%
7,099
+96
121
$782K 0.1%
37,088
-500
122
$760K 0.1%
5,796
-9
123
$754K 0.1%
+21,630
124
$742K 0.1%
4,737
+245
125
$740K 0.1%
16,871
+1,038
3 4
5
6 7