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
$443M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.04M
3
+$696K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$592K
5
GSAT icon
Globalstar
GSAT
+$510K

Top Sells

1
+$5.22M
2
+$3.55M
3
+$3.07M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.17M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.02M

Sector Composition

1 Consumer Discretionary 11.55%
2 Technology 5.57%
3 Financials 3.61%
4 Industrials 3.43%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$359K 0.08%
8,767
-1,458
127
$356K 0.08%
48,358
128
$353K 0.08%
3,245
+30
129
$344K 0.08%
6,528
-16
130
$338K 0.08%
3,264
131
$323K 0.07%
2,435
132
$321K 0.07%
3,513
133
$309K 0.07%
1,802
-577
134
$308K 0.07%
4,957
-178
135
$307K 0.07%
2,605
+31
136
$293K 0.07%
1,304
+12
137
$293K 0.07%
28,536
138
$291K 0.07%
4,378
+379
139
$291K 0.07%
3,800
+179
140
$291K 0.07%
4,687
+325
141
$290K 0.07%
4,003
+193
142
$287K 0.06%
4,580
-636
143
$283K 0.06%
6,249
+22
144
$280K 0.06%
3,912
-1,037
145
$279K 0.06%
4,179
-634
146
$274K 0.06%
970
147
$273K 0.06%
17,040
+1,245
148
$273K 0.06%
3,318
+3
149
$272K 0.06%
2,491
150
$269K 0.06%
5,876
-216
4 5
6
7 8