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
$951M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$9.34M
3
+$2.21M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M

Top Sells

1
+$6.47M
2
+$2.79M
3
+$2.22M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Sector Composition

1 Consumer Discretionary 40.17%
2 Technology 15.79%
3 Communication Services 3.66%
4 Healthcare 2.66%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$554K 0.06%
6,654
+641
152
$553K 0.06%
7,364
+2,147
153
$552K 0.06%
11,524
+29
154
$546K 0.06%
9,938
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155
$528K 0.06%
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156
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2,955
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157
$518K 0.05%
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158
$514K 0.05%
5,141
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159
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160
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161
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162
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+210
163
$494K 0.05%
6,612
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164
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+13,904
165
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166
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168
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14,307
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170
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15,263
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171
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11,838
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172
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3,327
173
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2,379
+18
174
$455K 0.05%
34,561
+448
175
$448K 0.05%
10,926
-7,155
5 6
7
8 9