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
$1.62B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$3.84M
3
+$3.35M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.35M
5
AMGN icon
Amgen
AMGN
+$2.45M

Top Sells

1
+$18.6M
2
+$5.05M
3
+$1.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.14M

Sector Composition

1 Consumer Discretionary 36.84%
2 Technology 16.21%
3 Communication Services 8.28%
4 Healthcare 2.44%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$544K 0.03%
4,647
+1,188
202
$541K 0.03%
4,922
+54
203
$541K 0.03%
17,648
+731
204
$533K 0.03%
3,674
+16
205
$533K 0.03%
4,374
206
$530K 0.03%
11,939
+214
207
$528K 0.03%
2,903
+150
208
$519K 0.03%
233
+29
209
$519K 0.03%
6,908
-4,918
210
$519K 0.03%
17,598
+34
211
$517K 0.03%
4,381
+138
212
$515K 0.03%
+11,182
213
$513K 0.03%
16,150
+45
214
$506K 0.03%
5,868
+70
215
$499K 0.03%
+8,268
216
$497K 0.03%
23,925
+4,058
217
$494K 0.03%
9,835
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218
$482K 0.03%
4,117
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219
$475K 0.03%
5,705
+1,219
220
$472K 0.03%
654
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221
$464K 0.03%
4,090
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222
$458K 0.03%
4,360
-329
223
$455K 0.03%
4,920
-504
224
$452K 0.03%
6,906
225
$451K 0.03%
+3,403
7 8
9
10 11