BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
+8.9%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$814M
AUM Growth
+$36.7M
(+4.7%)
Cap. Flow
-$26.6M
Cap. Flow
% of AUM
-3.26%
Top 10 Holdings %
Top 10 Hldgs %
60.78%
Holding
326
New
27
Increased
121
Reduced
103
Closed
45
Top Buys
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$3.69M |
| 2 |
Microsoft
MSFT
|
$3.07M |
| 3 |
Amgen
AMGN
|
$1.34M |
| 4 |
MLPI
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
|
$1.21M |
| 5 |
VLRS
Controladora Vuela Compañía de Aviación
VLRS
|
$1.14M |
Top Sells
| 1 |
Amazon
AMZN
|
$7.65M |
| 2 |
Netflix
NFLX
|
$3.19M |
| 3 |
Stitch Fix
SFIX
|
$1.38M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.29M |
| 5 |
WW
WW International
WW
|
$1.21M |
Sector Composition
| 1 | Consumer Discretionary | 21.49% |
| 2 | Technology | 12.05% |
| 3 | Financials | 3.67% |
| 4 | Industrials | 2.89% |
| 5 | Healthcare | 2.87% |
