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
$513M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$1.23M
3
+$1.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$900K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$882K

Top Sells

1
+$4.51M
2
+$2.4M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$732K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$600K

Sector Composition

1 Consumer Discretionary 24.25%
2 Technology 5.85%
3 Financials 3.27%
4 Industrials 2.99%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$292K 0.06%
3,118
+18
152
$288K 0.06%
4,318
+18
153
$280K 0.05%
10,964
-1,759
154
$280K 0.05%
6,181
+18
155
$271K 0.05%
2,307
-4
156
$269K 0.05%
3,532
+93
157
$268K 0.05%
3,946
+45
158
$266K 0.05%
3,128
+154
159
$265K 0.05%
2,860
+35
160
$263K 0.05%
4,774
+36
161
$263K 0.05%
5,866
+944
162
$257K 0.05%
3,806
+33
163
$254K 0.05%
5,204
164
$253K 0.05%
+1,798
165
$252K 0.05%
17,882
-1,654
166
$250K 0.05%
2,077
+10
167
$246K 0.05%
10,475
168
$246K 0.05%
4,001
169
$245K 0.05%
1,646
+159
170
$244K 0.05%
16,153
171
$240K 0.05%
+290,720
172
$235K 0.05%
751
+5
173
$234K 0.05%
16,750
174
$233K 0.05%
28,836
+150
175
$232K 0.05%
2,184
5 6
7
8 9