BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
-$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$185K
3 +$172K
4
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$130K
5
GSAT icon
Globalstar
GSAT
+$38.5K

Top Sells

1 +$57.4M
2 +$30.2M
3 +$20.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$13.9M

Sector Composition

1 Consumer Discretionary 38.63%
2 Technology 2.7%
3 Financials 2.08%
4 Communication Services 1.15%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-18,098
152
-16,284
153
-12,275
154
-1,462
155
-102,902
156
-4,206
157
-30,120
158
-31,340
159
-1,601
160
-3,426
161
-7,757
162
-5,165
163
-2,403
164
-19,676
165
-8,732
166
-1,850
167
-22,794
168
-3,827
169
-11,286
170
-4,426
171
-9,955
172
-2,111
173
-10,090
174
-8,303
175
-4,567