BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
This Quarter Return
-3.26%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$544M
AUM Growth
+$544M
(+6%)
Cap. Flow
+$48.3M
Cap. Flow
% of AUM
8.88%
Top 10 Holdings %
Top 10 Hldgs %
59.37%
Holding
225
New
20
Increased
101
Reduced
70
Closed
15
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$28.4M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$6.97M |
| 3 |
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
|
$5.67M |
| 4 |
T-Mobile US
TMUS
|
$2.58M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.53M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.38M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$1.32M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$943K |
| 4 |
TBI
Trueblue
TBI
|
$814K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$672K |
Sector Composition
| 1 | Consumer Discretionary | 20.74% |
| 2 | Financials | 8.04% |
| 3 | Technology | 5.58% |
| 4 | Communication Services | 3.02% |
| 5 | Industrials | 2.97% |
