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
$544M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$6.97M
3 +$5.67M
4
TMUS icon
T-Mobile US
TMUS
+$2.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1 +$2.38M
2 +$1.32M
3 +$943K
4
TBI
Trueblue
TBI
+$814K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$672K

Sector Composition

1 Consumer Discretionary 20.74%
2 Financials 8.04%
3 Technology 5.58%
4 Communication Services 3.02%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$320K 0.06%
4,341
-159
152
$319K 0.06%
7,933
-1,574
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$317K 0.06%
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4,474
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$307K 0.06%
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171
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173
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5,204
174
$253K 0.05%
6,475
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175
$249K 0.05%
10,475