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
$951M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$9.34M
3
+$2.21M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M

Top Sells

1
+$6.47M
2
+$2.79M
3
+$2.22M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Sector Composition

1 Consumer Discretionary 40.17%
2 Technology 15.79%
3 Communication Services 3.66%
4 Healthcare 2.66%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$437K 0.05%
6,496
+988
177
$427K 0.04%
15,556
+10,000
178
$424K 0.04%
2,549
+362
179
$419K 0.04%
2,523
+3
180
$418K 0.04%
65,822
+8,792
181
$418K 0.04%
6,179
-618
182
$415K 0.04%
6,860
183
$412K 0.04%
2,897
-157
184
$410K 0.04%
+8,713
185
$409K 0.04%
7,460
+3,222
186
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8,305
+3,759
187
$391K 0.04%
14,412
+36
188
$372K 0.04%
8,123
+1,298
189
$359K 0.04%
4,192
-232
190
$358K 0.04%
2,994
+3
191
$357K 0.04%
19,107
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192
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24,486
+10,930
193
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1,990
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194
$337K 0.04%
16,192
-7,729
195
$336K 0.04%
2,727
-300
196
$335K 0.04%
11,136
+76
197
$335K 0.04%
16,206
-1
198
$329K 0.03%
6,213
+41
199
$322K 0.03%
3,241
-94
200
$320K 0.03%
7,902
+2,580
6 7
8
9 10