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
$437M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.71M
3
+$3.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.84M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.5M

Top Sells

1
+$2.54M
2
+$1.65M
3
+$1.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.05M

Sector Composition

1 Consumer Discretionary 13.45%
2 Technology 4.87%
3 Financials 3.43%
4 Industrials 3.31%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$257K 0.06%
4,490
+359
152
$256K 0.06%
+3,448
153
$254K 0.06%
6,269
-23
154
$253K 0.06%
4,955
-1,627
155
$253K 0.06%
+5,204
156
$253K 0.06%
+4,653
157
$252K 0.06%
5,539
+39
158
$251K 0.06%
2,756
+103
159
$251K 0.06%
25,050
+6,750
160
$249K 0.06%
2,962
161
$239K 0.05%
6,320
-6,368
162
$239K 0.05%
3,029
163
$236K 0.05%
+2,141
164
$234K 0.05%
3,621
+380
165
$234K 0.05%
+2,511
166
$233K 0.05%
2,255
+30
167
$231K 0.05%
3,448
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168
$231K 0.05%
3,396
+6
169
$230K 0.05%
4,015
+50
170
$230K 0.05%
6,336
-1,236
171
$227K 0.05%
3,000
172
$225K 0.05%
+2,212
173
$222K 0.05%
+3,109
174
$221K 0.05%
30,078
+138
175
$220K 0.05%
+5,524
5 6
7
8 9