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
$1.23B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.31M
3
+$4.28M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.11M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.62M

Top Sells

1
+$25.7M
2
+$4.27M
3
+$3.59M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.59M

Sector Composition

1 Consumer Discretionary 41.68%
2 Technology 16.77%
3 Communication Services 3.63%
4 Healthcare 2.36%
5 Financials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$358K 0.03%
6,848
+502
202
$356K 0.03%
24,188
-18,000
203
$352K 0.03%
3,839
+356
204
$352K 0.03%
3,275
-90
205
$352K 0.03%
3,644
-4,045
206
$350K 0.03%
1,352
-90
207
$345K 0.03%
4,274
+1,435
208
$336K 0.03%
1,691
-15
209
$336K 0.03%
2,321
+124
210
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1,736
-787
211
$332K 0.03%
14,840
+15
212
$331K 0.03%
6,114
-99
213
$326K 0.03%
205
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214
$326K 0.03%
2,309
-2
215
$325K 0.03%
14,030
-2,162
216
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217
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218
$311K 0.03%
6,000
219
$308K 0.03%
6,093
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220
$305K 0.02%
8,999
-350
221
$300K 0.02%
9,890
+1
222
$299K 0.02%
4,951
-799
223
$299K 0.02%
2,340
-49
224
$299K 0.02%
3,441
-266
225
$295K 0.02%
4,031
-26
7 8
9
10 11