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
$443M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.04M
3
+$696K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$592K
5
GSAT icon
Globalstar
GSAT
+$510K

Top Sells

1
+$5.22M
2
+$3.55M
3
+$3.07M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.17M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.02M

Sector Composition

1 Consumer Discretionary 11.55%
2 Technology 5.57%
3 Financials 3.61%
4 Industrials 3.43%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$269K 0.06%
3,469
152
$268K 0.06%
5,985
-165
153
$260K 0.06%
6,330
+8
154
$258K 0.06%
2,626
-66
155
$256K 0.06%
2,924
156
$254K 0.06%
3,019
+24
157
$253K 0.06%
5,204
-349
158
$249K 0.06%
6,344
+37
159
$247K 0.06%
3,528
+40
160
$247K 0.06%
1,883
161
$246K 0.06%
3,037
-467
162
$243K 0.05%
6,919
+92
163
$242K 0.05%
4,614
+350
164
$239K 0.05%
2,074
-395
165
$237K 0.05%
1,994
-263
166
$237K 0.05%
30,360
+144
167
$236K 0.05%
13,553
168
$235K 0.05%
4,015
169
$234K 0.05%
3,066
-28
170
$231K 0.05%
3,395
-31
171
$230K 0.05%
1,804
172
$229K 0.05%
5,513
-23
173
$226K 0.05%
1,772
174
$226K 0.05%
3,179
+175
175
$224K 0.05%
+1,479
4 5 6
7
8