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
$777M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.15M
3
+$1.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$946K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K

Top Sells

1
+$4.91M
2
+$3.79M
3
+$2.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
NEWR
New Relic, Inc.
NEWR
+$1.3M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 11.7%
3 Communication Services 3.79%
4 Financials 3.57%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$467K 0.06%
12,995
+4,153
177
$465K 0.06%
20,704
+1,677
178
$458K 0.06%
5,232
-228
179
$454K 0.06%
6,519
+138
180
$452K 0.06%
27,634
+9,686
181
$451K 0.06%
2,893
+1
182
$445K 0.06%
+8,657
183
$445K 0.06%
5,211
-990
184
$442K 0.06%
16,104
+5,378
185
$442K 0.06%
1,895
186
$440K 0.06%
+16,943
187
$433K 0.06%
+17,844
188
$431K 0.06%
+8,563
189
$422K 0.05%
+16,922
190
$421K 0.05%
2,494
+507
191
$417K 0.05%
2,245
+395
192
$409K 0.05%
14,690
-5,370
193
$408K 0.05%
6,100
-1,468
194
$402K 0.05%
6,860
195
$398K 0.05%
2,913
196
$397K 0.05%
36,624
+3,084
197
$393K 0.05%
8,768
-1,834
198
$391K 0.05%
15,432
+5,276
199
$390K 0.05%
3,957
-47
200
$389K 0.05%
4,675
-1,300
6 7
8
9 10