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
$544M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$6.97M
3
+$5.67M
4
TMUS icon
T-Mobile US
TMUS
+$2.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$2.38M
2
+$1.32M
3
+$943K
4
TBI
Trueblue
TBI
+$814K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$672K

Sector Composition

1 Consumer Discretionary 20.74%
2 Financials 8.04%
3 Technology 5.58%
4 Communication Services 3.02%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$248K 0.05%
18,339
+457
177
$246K 0.05%
4,528
+298
178
$246K 0.05%
2,997
-853
179
$241K 0.04%
1,481
-165
180
$240K 0.04%
+6,656
181
$230K 0.04%
857
+106
182
$228K 0.04%
2,792
+21
183
$228K 0.04%
+1,661
184
$225K 0.04%
+2,795
185
$225K 0.04%
3,133
+11
186
$222K 0.04%
2,699
-188
187
$221K 0.04%
11,725
+30
188
$221K 0.04%
16,750
189
$218K 0.04%
3,400
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190
$213K 0.04%
+2,967
191
$213K 0.04%
1,356
-423
192
$211K 0.04%
+3,243
193
$206K 0.04%
+3,227
194
$205K 0.04%
1,574
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195
$205K 0.04%
+4,245
196
$203K 0.04%
+7,630
197
$203K 0.04%
13,218
198
$203K 0.04%
+5,320
199
$201K 0.04%
2,524
-429
200
$201K 0.04%
+2,374
5 6 7
8
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