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
$566M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$5.37M
3
+$3.41M
4
AAPL icon
Apple
AAPL
+$1.44M
5
ORCL icon
Oracle
ORCL
+$889K

Top Sells

1
+$30M
2
+$1.53M
3
+$1.48M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.43M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.31M

Sector Composition

1 Consumer Discretionary 25.21%
2 Technology 6.11%
3 Communication Services 2.77%
4 Financials 2.75%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$39K 0.01%
+15,169
202
$12K ﹤0.01%
676
-16
203
$4K ﹤0.01%
42
204
– –
-3,227
205
– –
-2,792
206
– –
-2,910
207
– –
-5,234
208
– –
-2,374
209
– –
-5,204
210
– –
-19,098
211
– –
-2,699
212
– –
-2,524
213
– –
-3,400
214
– –
-3,131
215
– –
-16,153
216
– –
-857
217
– –
-6,656
218
– –
-7,496
219
– –
-6,130
5 6 7 8
9