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
$1.23B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.31M
3
+$4.28M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.11M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.62M

Top Sells

1
+$25.7M
2
+$4.27M
3
+$3.59M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.59M

Sector Composition

1 Consumer Discretionary 41.68%
2 Technology 16.77%
3 Communication Services 3.63%
4 Healthcare 2.36%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$821K 0.07%
26,600
-3,054
127
$809K 0.07%
2,457
-88
128
$806K 0.07%
7,711
+4
129
$803K 0.07%
9,088
+482
130
$788K 0.06%
9,475
-532
131
$773K 0.06%
7,595
-290
132
$771K 0.06%
9,813
-3,420
133
$770K 0.06%
3,190
-44
134
$768K 0.06%
8,020
+637
135
$768K 0.06%
17,167
-6,665
136
$753K 0.06%
2,077
-255
137
$748K 0.06%
6,915
+16
138
$746K 0.06%
+4,141
139
$739K 0.06%
6,659
+5
140
$729K 0.06%
5,117
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141
$723K 0.06%
18,417
-177
142
$711K 0.06%
3,853
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143
$710K 0.06%
13,488
-1,412
144
$696K 0.06%
11,508
-16
145
$678K 0.06%
8,354
-1,104
146
$675K 0.05%
18,617
-4,114
147
$669K 0.05%
+16,304
148
$653K 0.05%
4,383
-96
149
$652K 0.05%
5,135
-6
150
$637K 0.05%
3,392
+437
4 5
6
7 8