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
$1.23B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.31M
3
+$4.28M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.11M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.62M

Top Sells

1
+$25.7M
2
+$4.27M
3
+$3.59M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.59M

Sector Composition

1 Consumer Discretionary 41.68%
2 Technology 16.77%
3 Communication Services 3.63%
4 Healthcare 2.36%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$627K 0.05%
13,179
+2,253
152
$617K 0.05%
7,830
-2,110
153
$613K 0.05%
6,725
+546
154
$592K 0.05%
3,325
-2
155
$592K 0.05%
15,768
+505
156
$590K 0.05%
15,612
-6,795
157
$589K 0.05%
23,618
-943
158
$585K 0.05%
9,681
-257
159
$576K 0.05%
9,588
-308
160
$574K 0.05%
3,021
-465
161
$571K 0.05%
5,636
-860
162
$569K 0.05%
125,120
+22,105
163
$559K 0.05%
48,802
-313,761
164
$553K 0.04%
2,565
+186
165
$551K 0.04%
13,918
-389
166
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15,310
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167
$539K 0.04%
65,822
168
$535K 0.04%
26,731
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169
$531K 0.04%
17,696
-128
170
$530K 0.04%
6,457
-907
171
$527K 0.04%
8,104
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172
$524K 0.04%
3,047
+53
173
$518K 0.04%
6,343
-270
174
$507K 0.04%
2,811
+262
175
$498K 0.04%
7,300
-4,800
5 6
7
8 9