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
$951M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$9.34M
3
+$2.21M
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M

Top Sells

1
+$6.47M
2
+$2.79M
3
+$2.22M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Sector Composition

1 Consumer Discretionary 40.17%
2 Technology 15.79%
3 Communication Services 3.66%
4 Healthcare 2.66%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$320K 0.03%
6,380
+547
202
$320K 0.03%
6,912
-200
203
$319K 0.03%
20,782
+1,150
204
$314K 0.03%
1,442
-412
205
$314K 0.03%
3,483
+564
206
$313K 0.03%
3,422
+26
207
$312K 0.03%
24,561
+196
208
$304K 0.03%
9,889
+4,373
209
$301K 0.03%
7,154
-1,417
210
$300K 0.03%
33,529
+358
211
$299K 0.03%
1,761
+5
212
$295K 0.03%
2,311
-42
213
$294K 0.03%
2,197
-270
214
$291K 0.03%
3,365
+66
215
$289K 0.03%
9,373
+2,189
216
$289K 0.03%
3,093
+663
217
$288K 0.03%
3,491
+148
218
$282K 0.03%
9,349
+76
219
$278K 0.03%
6,346
220
$277K 0.03%
1,237
+55
221
$275K 0.03%
6,092
-256
222
$272K 0.03%
8,021
223
$269K 0.03%
+4,057
224
$269K 0.03%
430
+13
225
$266K 0.03%
1,706
+15
7 8
9
10 11