BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
-16.08%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$693M
AUM Growth
-$121M
(-15%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
59.25%
Holding
297
New
16
Increased
137
Reduced
86
Closed
38
Top Buys
| 1 |
PS
Pluralsight, Inc. Class A Common Stock
PS
|
$3.83M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.8M |
| 3 |
AVLR
Avalara, Inc.
AVLR
|
$3.25M |
| 4 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$2.26M |
| 5 |
Amazon
AMZN
|
$2.09M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.71M |
| 2 |
VLRS
Controladora Vuela Compañía de Aviación
VLRS
|
$1.14M |
| 3 |
LendingClub
LC
|
$1.07M |
| 4 |
NEWR
New Relic, Inc.
NEWR
|
$976K |
| 5 |
Invesco QQQ Trust
QQQ
|
$931K |
Sector Composition
| 1 | Consumer Discretionary | 19.65% |
| 2 | Technology | 13.32% |
| 3 | Communication Services | 3.47% |
| 4 | Financials | 3.39% |
| 5 | Healthcare | 3.05% |
