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
$619M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.23M
3
+$1.49M
4
NFLX icon
Netflix
NFLX
+$1.38M
5
LMT icon
Lockheed Martin
LMT
+$1.09M

Top Sells

1
+$7.67M
2
+$1.12M
3
+$907K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$756K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$574K

Sector Composition

1 Consumer Discretionary 25.7%
2 Technology 6.86%
3 Communication Services 3.56%
4 Industrials 3.11%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$399K 0.06%
+5,758
152
$399K 0.06%
6,257
+20
153
$397K 0.06%
10,302
+54
154
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-81
155
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5,509
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156
$387K 0.06%
+16,284
157
$383K 0.06%
13,878
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158
$381K 0.06%
3,426
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159
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6,347
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160
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+8,484
161
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162
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+10,449
163
$361K 0.06%
4,090
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164
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165
$349K 0.06%
+12,203
166
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167
$346K 0.06%
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170
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4,486
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171
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172
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4,206
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173
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+6,704
174
$332K 0.05%
6,089
175
$325K 0.05%
3,893
+14
5 6
7
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