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
$1.62B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$3.84M
3
+$3.35M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.35M
5
AMGN icon
Amgen
AMGN
+$2.45M

Top Sells

1
+$18.6M
2
+$5.05M
3
+$1.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Sector Composition

1 Consumer Discretionary 36.84%
2 Technology 16.21%
3 Communication Services 8.28%
4 Healthcare 2.44%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$697K 0.04%
+16,671
177
$692K 0.04%
2,823
-14
178
$666K 0.04%
53,037
-12,785
179
$662K 0.04%
11,368
-44
180
$634K 0.04%
1,330
+167
181
$629K 0.04%
11,681
+1,144
182
$629K 0.04%
9,182
+1,855
183
$628K 0.04%
26,835
+47
184
$613K 0.04%
2,817
+829
185
$612K 0.04%
7,438
-7,228
186
$599K 0.04%
3,640
+577
187
$598K 0.04%
2,824
+1,044
188
$594K 0.04%
6,804
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189
$587K 0.04%
+63,802
190
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192
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193
$560K 0.03%
2,467
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194
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17,930
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195
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6,086
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196
$554K 0.03%
2,873
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197
$550K 0.03%
4,080
+163
198
$547K 0.03%
3,185
-2,260
199
$545K 0.03%
1,899
+3
200
$545K 0.03%
13,678
+1,250
6 7
8
9 10