BJL
Brighton Jones LLC Portfolio holdings
AUM
$2.71B
1-Year Est. Return
18.89%
This Fund
S&P 500
1 Year Est. Return
+18.89%
AUM
$413M
AUM Growth
+$148M
(+56%)
Holding
154
Top Buys
| 1 | +$35.3M | |
| 2 | +$17.8M | |
| 3 | +$14.6M | |
| 4 |
Microsoft
MSFT
|
+$10.2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$9.45M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$16.8M | |
| 3 | +$1.82M | |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$1.05M |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$950K |
Sector Composition
| 1 | Consumer Discretionary | 38.8% |
| 2 | Technology | 7.52% |
| 3 | Industrials | 2.52% |
| 4 | Financials | 2.34% |
| 5 | Healthcare | 1.81% |