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
$619M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.23M
3
+$1.49M
4
NFLX icon
Netflix
NFLX
+$1.38M
5
LMT icon
Lockheed Martin
LMT
+$1.09M

Top Sells

1
+$7.67M
2
+$1.12M
3
+$907K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$756K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$574K

Sector Composition

1 Consumer Discretionary 25.7%
2 Technology 6.86%
3 Communication Services 3.56%
4 Industrials 3.11%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$324K 0.05%
+5,134
177
$320K 0.05%
+1,432
178
$319K 0.05%
3,945
-822
179
$317K 0.05%
7,505
+291
180
$309K 0.05%
+4,973
181
$309K 0.05%
7,173
+100
182
$305K 0.05%
18,468
+114
183
$304K 0.05%
4,267
-3
184
$304K 0.05%
2,990
-12
185
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4,272
+45
186
$298K 0.05%
7,582
-53
187
$296K 0.05%
9,277
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188
$290K 0.05%
+16,670
189
$289K 0.05%
2,078
+12
190
$278K 0.05%
3,827
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191
$274K 0.04%
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192
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2,475
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193
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15,460
+200
194
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195
$258K 0.04%
1,601
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196
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1,462
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197
$254K 0.04%
3,970
-45
198
$254K 0.04%
3,146
+38
199
$251K 0.04%
29,226
+102
200
$250K 0.04%
+11,388
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