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
$951M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$9.34M
3
+$2.21M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M

Top Sells

1
+$6.47M
2
+$2.79M
3
+$2.22M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Sector Composition

1 Consumer Discretionary 40.17%
2 Technology 15.79%
3 Communication Services 3.66%
4 Healthcare 2.66%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$682K 0.07%
8,954
-1,017
127
$679K 0.07%
12,100
-25,299
128
$678K 0.07%
14,900
+1,797
129
$664K 0.07%
6,899
-1,464
130
$662K 0.07%
7,885
+862
131
$661K 0.07%
2,332
+410
132
$647K 0.07%
22,731
+7,862
133
$646K 0.07%
3,234
+234
134
$630K 0.07%
10,613
-1,330
135
$626K 0.07%
4,226
+1,642
136
$625K 0.07%
13,808
-16
137
$624K 0.07%
2,545
+24
138
$622K 0.07%
3,764
+26
139
$622K 0.07%
4,909
+19
140
$619K 0.07%
7,707
+96
141
$615K 0.06%
+19,411
142
$612K 0.06%
4,479
+64
143
$605K 0.06%
5,103
-107
144
$602K 0.06%
7,689
-6,065
145
$601K 0.06%
57,305
+2,115
146
$600K 0.06%
7,383
+192
147
$595K 0.06%
9,896
-884
148
$590K 0.06%
6,745
-577
149
$575K 0.06%
3,486
-9
150
$564K 0.06%
42,188
+20,375
4 5
6
7 8