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
$1.62B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$3.84M
3
+$3.35M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.35M
5
AMGN icon
Amgen
AMGN
+$2.45M

Top Sells

1
+$18.6M
2
+$5.05M
3
+$1.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Sector Composition

1 Consumer Discretionary 36.84%
2 Technology 16.21%
3 Communication Services 8.28%
4 Healthcare 2.44%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.4M 0.09%
12,778
-2,667
102
$1.38M 0.09%
3,879
+269
103
$1.38M 0.09%
15,008
+1,113
104
$1.38M 0.08%
25,082
+588
105
$1.36M 0.08%
13,025
+18
106
$1.35M 0.08%
7,589
-1,386
107
$1.35M 0.08%
103,280
+3,160
108
$1.28M 0.08%
84,660
+1,464
109
$1.24M 0.08%
26,661
+74
110
$1.21M 0.07%
3,112
111
$1.19M 0.07%
14,066
+17
112
$1.16M 0.07%
5,905
-17
113
$1.16M 0.07%
13,028
+241
114
$1.15M 0.07%
3,234
+107
115
$1.15M 0.07%
3,448
-102
116
$1.14M 0.07%
6,955
+1,493
117
$1.14M 0.07%
8,351
+330
118
$1.13M 0.07%
2,018
-3
119
$1.12M 0.07%
14,528
+600
120
$1.1M 0.07%
17,671
-1,818
121
$1.09M 0.07%
22,761
+564
122
$1.09M 0.07%
23,665
+3,755
123
$1.07M 0.07%
3,923
-138
124
$1.07M 0.07%
1,614
+9
125
$1.04M 0.06%
111,269
+85,293
3 4
5
6 7