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
$438M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.07M
3
+$322K
4
VZ icon
Verizon
VZ
+$300K
5
V icon
Visa
V
+$295K

Top Sells

1
+$6.09M
2
+$3.07M
3
+$2.18M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$745K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$572K

Sector Composition

1 Consumer Discretionary 12.97%
2 Technology 5.56%
3 Financials 3.96%
4 Industrials 3.88%
5 Healthcare 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$348K 0.08%
4,001
-25
127
$332K 0.08%
14,058
-522
128
$330K 0.08%
3,451
+249
129
$329K 0.08%
3,046
130
$322K 0.07%
+4,102
131
$321K 0.07%
8,369
+1,780
132
$315K 0.07%
3,872
-165
133
$308K 0.07%
3,859
+15
134
$305K 0.07%
3,646
-87
135
$303K 0.07%
6,145
-171
136
$301K 0.07%
3,395
+776
137
$301K 0.07%
2,470
+263
138
$300K 0.07%
4,945
-123
139
$295K 0.07%
3,086
+14
140
$292K 0.07%
4,445
-50
141
$289K 0.07%
3,458
-933
142
$283K 0.06%
3,859
+766
143
$282K 0.06%
2,021
144
$280K 0.06%
1,463
-140
145
$279K 0.06%
3,415
+453
146
$272K 0.06%
2,176
147
$272K 0.06%
4,067
+25
148
$272K 0.06%
16,768
-17
149
$263K 0.06%
1,605
-82
150
$261K 0.06%
1,942
4 5
6
7 8