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
$778M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$10.1M
3
+$3.98M
4
UNH icon
UnitedHealth
UNH
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$989K

Top Sells

1
+$4.73M
2
+$1.45M
3
+$1.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$936K

Sector Composition

1 Consumer Discretionary 22.91%
2 Technology 12.42%
3 Communication Services 3.87%
4 Financials 3.21%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$503K 0.06%
2,699
+58
152
$501K 0.06%
9,528
153
$499K 0.06%
15,201
+25
154
$498K 0.06%
3,260
+4
155
$493K 0.06%
17,948
+966
156
$480K 0.06%
107,400
+5,960
157
$478K 0.06%
3,931
-10
158
$477K 0.06%
4,988
+225
159
$471K 0.06%
4,011
160
$464K 0.06%
13,764
+2,682
161
$461K 0.06%
11,834
+1,731
162
$458K 0.06%
26,740
163
$456K 0.06%
10,502
+52
164
$453K 0.06%
4,847
-83
165
$445K 0.06%
5,850
+31
166
$441K 0.06%
14,825
-1,846
167
$440K 0.06%
2,525
168
$435K 0.06%
8,359
+3,141
169
$434K 0.06%
7,987
170
$419K 0.05%
7,848
-235
171
$414K 0.05%
4,621
+26
172
$406K 0.05%
6,860
-702
173
$405K 0.05%
4,796
+10
174
$400K 0.05%
5,632
+51
175
$392K 0.05%
2,101
-40
5 6
7
8 9