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
$513M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$1.23M
3
+$1.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$900K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$882K

Top Sells

1
+$4.51M
2
+$2.4M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$732K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$600K

Sector Composition

1 Consumer Discretionary 24.25%
2 Technology 5.85%
3 Financials 3.27%
4 Industrials 2.99%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26K 0.01%
+15,000
202
$25K ﹤0.01%
13,536
203
$15K ﹤0.01%
685
+18
204
$5K ﹤0.01%
23,830
205
$4K ﹤0.01%
42
206
– –
-13,118
207
– –
-2,422
208
– –
-7,402
209
– –
-1,326
210
– –
-35,181
211
– –
-6,000
212
– –
-3,788
213
– –
-7,465
5 6 7 8
9