BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
+10.3%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$437M
AUM Growth
+$54.9M
(+14%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
4.11%
Top 10 Holdings %
Top 10 Hldgs %
62.59%
Holding
209
New
38
Increased
87
Reduced
57
Closed
11
Top Buys
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$2.54M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$1.65M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.15M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.1M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$1.05M |
Sector Composition
| 1 | Consumer Discretionary | 13.45% |
| 2 | Technology | 4.87% |
| 3 | Financials | 3.43% |
| 4 | Industrials | 3.31% |
| 5 | Healthcare | 2.29% |
