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
$437M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$3.71M
3
+$3.22M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.84M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.5M

Top Sells

1
+$2.54M
2
+$1.65M
3
+$1.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.05M

Sector Composition

1 Consumer Discretionary 13.45%
2 Technology 4.87%
3 Financials 3.43%
4 Industrials 3.31%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-8,757
202
– –
-3,127
203
– –
-3,695
204
– –
-7,746
205
– –
-4,096
206
– –
-52,872
207
– –
-3,809
208
– –
-1,520
5 6 7 8
9