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
$777M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.15M
3
+$1.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$946K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K

Top Sells

1
+$4.91M
2
+$3.79M
3
+$2.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
NEWR
New Relic, Inc.
NEWR
+$1.3M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 11.7%
3 Communication Services 3.79%
4 Financials 3.57%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$595K 0.08%
7,490
+40
152
$585K 0.08%
4,887
153
$580K 0.07%
6,816
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154
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6,859
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156
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2,529
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157
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7,821
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158
$539K 0.07%
6,674
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159
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160
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161
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8,859
162
$527K 0.07%
9,288
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163
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5,612
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164
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10,313
165
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166
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167
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168
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169
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22,190
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170
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171
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2,486
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172
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4,435
-191
173
$484K 0.06%
2,622
+108
174
$473K 0.06%
3,983
+864
175
$469K 0.06%
+114,152
5 6
7
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