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
$2.37B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$18.4M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$9.43M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$8.53M

Top Sells

1
+$32.7M
2
+$2.79M
3
+$1.56M
4
SPLK
Splunk Inc
SPLK
+$957K
5
AMLP icon
Alerian MLP ETF
AMLP
+$846K

Sector Composition

1 Consumer Discretionary 28.26%
2 Technology 21.96%
3 Communication Services 5.3%
4 Financials 3.02%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.19M 0.09%
24,831
+7,460
127
$2.19M 0.09%
3,106
+189
128
$2.15M 0.09%
12,628
+3,180
129
$2.13M 0.09%
18,130
+113
130
$2.1M 0.09%
88,918
-15,105
131
$2.05M 0.09%
9,035
+3
132
$2.04M 0.09%
3,848
-146
133
$2.03M 0.09%
11,646
-2,404
134
$2.01M 0.08%
10,505
-254
135
$2M 0.08%
6,749
+397
136
$1.98M 0.08%
107,246
+16,050
137
$1.97M 0.08%
8,757
+68
138
$1.97M 0.08%
33,410
+818
139
$1.93M 0.08%
58,101
140
$1.9M 0.08%
14,219
-194
141
$1.89M 0.08%
51,422
142
$1.86M 0.08%
3,948
-3
143
$1.86M 0.08%
45,206
-8,313
144
$1.83M 0.08%
48,630
+1,299
145
$1.78M 0.08%
9,400
-235
146
$1.77M 0.07%
61,320
+205
147
$1.76M 0.07%
35,672
+1,863
148
$1.75M 0.07%
7,533
+280
149
$1.73M 0.07%
16,067
+985
150
$1.72M 0.07%
2,757
+4
4 5
6
7 8