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
$951M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$9.34M
3
+$2.21M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M

Top Sells

1
+$6.47M
2
+$2.79M
3
+$2.22M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Sector Composition

1 Consumer Discretionary 40.17%
2 Technology 15.79%
3 Communication Services 3.66%
4 Healthcare 2.66%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$905K 0.1%
23,832
-1,716
102
$896K 0.09%
29,654
-1,488
103
$893K 0.09%
11,314
-318
104
$878K 0.09%
85,992
-390
105
$878K 0.09%
7,691
-485
106
$864K 0.09%
10,037
-416
107
$853K 0.09%
24,764
-2,758
108
$846K 0.09%
5,601
+42
109
$822K 0.09%
10,007
+945
110
$814K 0.09%
3,370
-587
111
$810K 0.09%
28,462
-157
112
$809K 0.09%
103,015
+18,543
113
$804K 0.08%
27,940
-65,420
114
$802K 0.08%
2,367
-50
115
$785K 0.08%
5,662
-1,300
116
$769K 0.08%
1,762
-13
117
$751K 0.08%
6,118
+734
118
$748K 0.08%
4,977
-190
119
$737K 0.08%
13,214
-556
120
$735K 0.08%
8,606
-938
121
$728K 0.08%
12,759
+17
122
$719K 0.08%
18,594
-370
123
$705K 0.07%
22,407
-667
124
$703K 0.07%
9,940
+210
125
$683K 0.07%
9,458
+846
3 4
5
6 7