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
$2.37B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$18.4M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$9.43M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$8.53M

Top Sells

1
+$32.7M
2
+$2.79M
3
+$1.56M
4
SPLK
Splunk Inc
SPLK
+$957K
5
AMLP icon
Alerian MLP ETF
AMLP
+$846K

Sector Composition

1 Consumer Discretionary 28.26%
2 Technology 21.96%
3 Communication Services 5.3%
4 Financials 3.02%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.71M 0.07%
28,222
+8,893
152
$1.7M 0.07%
7,632
+92
153
$1.68M 0.07%
37,996
+10,607
154
$1.66M 0.07%
5,610
+1,387
155
$1.66M 0.07%
3,655
+75
156
$1.61M 0.07%
14,652
-20
157
$1.6M 0.07%
18,754
+150
158
$1.54M 0.07%
6,160
-860
159
$1.53M 0.06%
9,439
+816
160
$1.52M 0.06%
38,948
+32,703
161
$1.52M 0.06%
21,954
+2
162
$1.5M 0.06%
10,386
+462
163
$1.42M 0.06%
25,283
-3,403
164
$1.4M 0.06%
59,220
+1,402
165
$1.39M 0.06%
12,480
-4,542
166
$1.37M 0.06%
5,927
-744
167
$1.37M 0.06%
3,105
-32
168
$1.35M 0.06%
11,490
+7,367
169
$1.32M 0.06%
8,392
+46
170
$1.31M 0.06%
17,709
+14
171
$1.3M 0.05%
12,479
+295
172
$1.27M 0.05%
40,858
+18,400
173
$1.26M 0.05%
11,264
+29
174
$1.25M 0.05%
33,161
+2,074
175
$1.24M 0.05%
8,449
+2,287
5 6
7
8 9