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
$693M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.8M
3
+$3.25M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.26M
5
AMZN icon
Amazon
AMZN
+$2.09M

Top Sells

1
+$1.71M
2
+$1.14M
3
+$1.07M
4
NEWR
New Relic, Inc.
NEWR
+$976K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$931K

Sector Composition

1 Consumer Discretionary 19.65%
2 Technology 13.32%
3 Communication Services 3.47%
4 Financials 3.39%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$470K 0.07%
2,937
-6
152
$467K 0.07%
7,000
-443
153
$467K 0.07%
8,207
-211
154
$462K 0.07%
17,358
+142
155
$461K 0.07%
5,682
-71
156
$455K 0.07%
5,601
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157
$448K 0.06%
4,700
-8
158
$441K 0.06%
4,667
+157
159
$432K 0.06%
43,398
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160
$423K 0.06%
6,122
+28
161
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3,336
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162
$423K 0.06%
32,143
-81,051
163
$415K 0.06%
4,940
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164
$410K 0.06%
6,577
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165
$401K 0.06%
6,860
166
$400K 0.06%
15,820
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167
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168
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169
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5,797
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170
$396K 0.06%
12,741
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171
$396K 0.06%
29,488
-3,548
172
$382K 0.06%
2,435
-80
173
$377K 0.05%
15,329
+3,773
174
$372K 0.05%
21,059
+419
175
$368K 0.05%
4,358
+1,386
5 6
7
8 9