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
$777M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.15M
3
+$1.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$946K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$833K

Top Sells

1
+$4.91M
2
+$3.79M
3
+$2.28M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
NEWR
New Relic, Inc.
NEWR
+$1.3M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 11.7%
3 Communication Services 3.79%
4 Financials 3.57%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$386K 0.05%
3,082
-11
202
$385K 0.05%
3,928
-246
203
$372K 0.05%
2,771
+321
204
$368K 0.05%
46,740
+6,383
205
$367K 0.05%
3,271
+129
206
$365K 0.05%
3,337
-121
207
$363K 0.05%
179
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208
$363K 0.05%
1,600
-57
209
$361K 0.05%
3,690
210
$359K 0.05%
6,000
211
$357K 0.05%
1,849
+21
212
$349K 0.04%
6,442
+1,979
213
$349K 0.04%
4,441
-1,104
214
$346K 0.04%
6,602
+1,038
215
$341K 0.04%
8,176
-24
216
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217
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11,718
-21,543
218
$330K 0.04%
8,699
219
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4,011
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220
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+5,766
221
$321K 0.04%
9,900
-3,206
222
$319K 0.04%
4,351
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223
$318K 0.04%
2,306
-30
224
$316K 0.04%
15,320
-5
225
$302K 0.04%
1,352
-46
7 8
9
10 11