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
$693M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.8M
3
+$3.25M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.26M
5
AMZN icon
Amazon
AMZN
+$2.09M

Top Sells

1
+$1.71M
2
+$1.14M
3
+$1.07M
4
NEWR
New Relic, Inc.
NEWR
+$976K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$931K

Sector Composition

1 Consumer Discretionary 19.65%
2 Technology 13.32%
3 Communication Services 3.47%
4 Financials 3.39%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$280K 0.04%
3,002
-89
202
$277K 0.04%
3,041
+498
203
$277K 0.04%
82,840
-400
204
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3,221
-88
205
$274K 0.04%
1,043
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206
$271K 0.04%
6,225
-461
207
$267K 0.04%
1,664
-100
208
$264K 0.04%
3,440
-21
209
$263K 0.04%
+4,032
210
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+1,914
211
$262K 0.04%
1,193
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212
$261K 0.04%
7,538
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213
$260K 0.04%
19,315
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214
$259K 0.04%
1,281
-129
215
$257K 0.04%
6,092
+44
216
$255K 0.04%
6,316
217
$254K 0.04%
12,525
-6,240
218
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4,779
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219
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9,900
220
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4,299
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221
$242K 0.03%
4,420
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222
$239K 0.03%
29,556
-26,549
223
$238K 0.03%
5,750
+46
224
$237K 0.03%
+5,943
225
$234K 0.03%
3,091
+44
7 8
9
10 11