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
$513M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$1.23M
3
+$1.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$900K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$882K

Top Sells

1
+$4.51M
2
+$2.4M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$732K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$600K

Sector Composition

1 Consumer Discretionary 24.25%
2 Technology 5.85%
3 Financials 3.27%
4 Industrials 2.99%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$400K 0.08%
3,941
-114
127
$383K 0.07%
27,818
+578
128
$380K 0.07%
3,851
-532
129
$375K 0.07%
3,705
-436
130
$374K 0.07%
4,775
+1,119
131
$370K 0.07%
4,367
+217
132
$366K 0.07%
3,529
+98
133
$361K 0.07%
10,150
+58
134
$360K 0.07%
3,701
-311
135
$356K 0.07%
5,112
+168
136
$352K 0.07%
4,594
-13
137
$349K 0.07%
6,542
-12
138
$344K 0.07%
3,850
-162
139
$344K 0.07%
13,411
-13,344
140
$343K 0.07%
6,861
+470
141
$343K 0.07%
16,800
+1,272
142
$325K 0.06%
4,175
+25
143
$323K 0.06%
+8,257
144
$321K 0.06%
1,779
-235
145
$314K 0.06%
4,500
+41
146
$309K 0.06%
4,374
+402
147
$306K 0.06%
3,054
-17
148
$303K 0.06%
4,457
-64
149
$302K 0.06%
5,917
+13
150
$300K 0.06%
6,670
-116
4 5
6
7 8