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
$1.62B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$3.84M
3
+$3.35M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.35M
5
AMGN icon
Amgen
AMGN
+$2.45M

Top Sells

1
+$18.6M
2
+$5.05M
3
+$1.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Sector Composition

1 Consumer Discretionary 36.84%
2 Technology 16.21%
3 Communication Services 8.28%
4 Healthcare 2.44%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$868K 0.05%
6,805
-1,724
152
$867K 0.05%
4,923
+124
153
$865K 0.05%
3,171
-33
154
$860K 0.05%
10,377
+1,292
155
$838K 0.05%
16,460
+76
156
$832K 0.05%
27,081
-1,294
157
$828K 0.05%
4,914
+540
158
$819K 0.05%
9,646
+102
159
$817K 0.05%
3,639
+147
160
$807K 0.05%
8,785
+1,544
161
$789K 0.05%
25,614
+378
162
$785K 0.05%
19,140
-365
163
$773K 0.05%
12,003
+1,929
164
$768K 0.05%
24,600
-3,047
165
$767K 0.05%
16,010
+49
166
$760K 0.05%
53,178
-30,010
167
$757K 0.05%
2,813
+54
168
$742K 0.05%
17,990
+1,865
169
$731K 0.05%
3,586
-36
170
$730K 0.05%
6,450
-13,660
171
$712K 0.04%
10,423
+1,136
172
$704K 0.04%
2,671
+429
173
$703K 0.04%
13,511
-5,432
174
$699K 0.04%
3,355
+7
175
$698K 0.04%
3,280
-49
5 6
7
8 9