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
$513M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$1.23M
3
+$1.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$900K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$882K

Top Sells

1
+$4.51M
2
+$2.4M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$732K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$600K

Sector Composition

1 Consumer Discretionary 24.25%
2 Technology 5.85%
3 Financials 3.27%
4 Industrials 2.99%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$232K 0.05%
6,310
-786
177
$231K 0.05%
+6,354
178
$231K 0.05%
+2,953
179
$228K 0.04%
+5,448
180
$225K 0.04%
+4,126
181
$225K 0.04%
+10,769
182
$224K 0.04%
5,917
-358
183
$223K 0.04%
+2,093
184
$220K 0.04%
11,695
-3,535
185
$218K 0.04%
+6,568
186
$218K 0.04%
18,843
+1,369
187
$213K 0.04%
+2,811
188
$212K 0.04%
+3,122
189
$210K 0.04%
2,887
-10
190
$208K 0.04%
5,239
-2,976
191
$208K 0.04%
+2,771
192
$208K 0.04%
13,218
193
$202K 0.04%
+4,230
194
$201K 0.04%
1,757
-151
195
$155K 0.03%
12,400
-7,100
196
$150K 0.03%
+19,856
197
$143K 0.03%
16,846
+4,962
198
$135K 0.03%
10,199
199
$104K 0.02%
2,764
-1,684
200
$85K 0.02%
13,106
5 6 7
8
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