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
$1.62B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$3.84M
3
+$3.35M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.35M
5
AMGN icon
Amgen
AMGN
+$2.45M

Top Sells

1
+$18.6M
2
+$5.05M
3
+$1.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Sector Composition

1 Consumer Discretionary 36.84%
2 Technology 16.21%
3 Communication Services 8.28%
4 Healthcare 2.44%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.06%
4,756
+421
127
$1.02M 0.06%
33,846
+987
128
$1.02M 0.06%
6,670
-2,462
129
$1.01M 0.06%
7,799
+1,303
130
$1.01M 0.06%
16,354
+2,502
131
$1.01M 0.06%
5,963
+303
132
$1.01M 0.06%
47,118
+270
133
$996K 0.06%
13,932
+333
134
$988K 0.06%
9,219
-152
135
$972K 0.06%
7,371
+706
136
$967K 0.06%
7,770
+3,883
137
$964K 0.06%
2,933
+1
138
$961K 0.06%
7,395
+3
139
$957K 0.06%
16,403
+2,202
140
$937K 0.06%
7,322
+59
141
$933K 0.06%
17,185
+111
142
$929K 0.06%
3,972
+102
143
$928K 0.06%
4,361
+922
144
$923K 0.06%
11,148
-100
145
$897K 0.06%
10,838
-677
146
$892K 0.06%
10,114
-606
147
$892K 0.06%
6,102
-318
148
$887K 0.05%
14,803
+866
149
$884K 0.05%
3,798
+1,254
150
$872K 0.05%
12,978
+1,047
4 5
6
7 8