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
$777M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.15M
3
+$1.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$946K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K

Top Sells

1
+$4.91M
2
+$3.79M
3
+$2.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
NEWR
New Relic, Inc.
NEWR
+$1.3M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 11.7%
3 Communication Services 3.79%
4 Financials 3.57%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$727K 0.09%
9,293
-833
127
$726K 0.09%
9,297
+386
128
$723K 0.09%
+27,904
129
$716K 0.09%
5,758
130
$713K 0.09%
12,878
+1,429
131
$713K 0.09%
11,572
+3,251
132
$701K 0.09%
+12,252
133
$700K 0.09%
16,034
+6,119
134
$689K 0.09%
16,318
+2,532
135
$688K 0.09%
11,514
-25
136
$686K 0.09%
5,102
+400
137
$683K 0.09%
16,032
138
$676K 0.09%
2,288
+23
139
$670K 0.09%
1,886
+592
140
$660K 0.09%
4,658
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141
$638K 0.08%
9,353
+3,472
142
$631K 0.08%
106,560
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143
$625K 0.08%
37,808
-2,124
144
$625K 0.08%
39,036
-306,398
145
$619K 0.08%
4,685
+8
146
$617K 0.08%
+6,763
147
$615K 0.08%
11,603
+11
148
$607K 0.08%
+2,976
149
$603K 0.08%
2,055
-54
150
$600K 0.08%
9,834
+1,629
4 5
6
7 8