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
$778M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$10.1M
3
+$3.98M
4
UNH icon
UnitedHealth
UNH
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$989K

Top Sells

1
+$4.73M
2
+$1.45M
3
+$1.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$936K

Sector Composition

1 Consumer Discretionary 22.91%
2 Technology 12.42%
3 Communication Services 3.87%
4 Financials 3.21%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$386K 0.05%
1,629
-165
177
$381K 0.05%
4,950
-97
178
$380K 0.05%
6,000
-2,000
179
$376K 0.05%
3,442
+292
180
$376K 0.05%
25,010
-10
181
$374K 0.05%
5,840
+77
182
$365K 0.05%
+7,241
183
$365K 0.05%
36,450
+6,042
184
$363K 0.05%
4,755
+679
185
$356K 0.05%
8,859
-822
186
$355K 0.05%
3,632
+35
187
$352K 0.05%
10,579
-1,608
188
$348K 0.04%
1,541
-70
189
$347K 0.04%
2,553
-142
190
$345K 0.04%
7,316
+1,123
191
$341K 0.04%
12,657
192
$339K 0.04%
4,207
193
$337K 0.04%
+22,391
194
$337K 0.04%
4,794
-140
195
$334K 0.04%
13,667
196
$334K 0.04%
7,444
-1,240
197
$328K 0.04%
1,006
198
$327K 0.04%
7,850
199
$323K 0.04%
10,783
-27
200
$322K 0.04%
+16,118
6 7
8
9 10