BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
This Quarter Return
+0.83%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$438M
AUM Growth
-$4.45M
(-1%)
Cap. Flow
-$6.89M
Cap. Flow
% of AUM
-1.57%
Top 10 Holdings %
Top 10 Hldgs %
61.01%
Holding
197
New
7
Increased
84
Reduced
64
Closed
9
Top Buys
| 1 |
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
|
$3.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.07M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$322K |
| 4 |
Verizon
VZ
|
$300K |
| 5 |
Visa
V
|
$295K |
Top Sells
| 1 |
Amazon
AMZN
|
$6.09M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$3.07M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$2.18M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$745K |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$572K |
Sector Composition
| 1 | Consumer Discretionary | 12.97% |
| 2 | Technology | 5.56% |
| 3 | Financials | 3.96% |
| 4 | Industrials | 3.88% |
| 5 | Healthcare | 2.99% |
