BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$8.13M
3
+$5.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.34M
5
MSFT icon
Microsoft
MSFT
+$3.08M

Top Sells

1
+$1.11M
2
+$466K
3
+$441K
4
HES
Hess
HES
+$407K
5
EQC
Equity Commonwealth
EQC
+$385K

Sector Composition

1 Consumer Discretionary 20.5%
2 Technology 6.91%
3 Financials 3.59%
4 Industrials 3.04%
5 Healthcare 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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204
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208
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209
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-15,000
210
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-1,500
211
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212
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-6,568
213
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5 6 7 8
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