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
$2.37B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$18.4M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$9.43M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$8.53M

Top Sells

1
+$32.7M
2
+$2.79M
3
+$1.56M
4
SPLK
Splunk Inc
SPLK
+$957K
5
AMLP icon
Alerian MLP ETF
AMLP
+$846K

Sector Composition

1 Consumer Discretionary 28.26%
2 Technology 21.96%
3 Communication Services 5.3%
4 Financials 3.02%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.03M 0.04%
4,224
-370
202
$1.02M 0.04%
27,722
+2,501
203
$1.02M 0.04%
5,683
+188
204
$995K 0.04%
19,014
+6,545
205
$989K 0.04%
11,840
-34
206
$989K 0.04%
7,346
+529
207
$984K 0.04%
12,152
-1,197
208
$980K 0.04%
5,655
+3
209
$975K 0.04%
10,567
-545
210
$974K 0.04%
9,560
-515
211
$965K 0.04%
9,150
-1
212
$964K 0.04%
17,583
+5,058
213
$956K 0.04%
10,257
-209
214
$951K 0.04%
7,279
+3,197
215
$948K 0.04%
1,168
-1
216
$947K 0.04%
10,168
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217
$941K 0.04%
+19,952
218
$933K 0.04%
3,406
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219
$912K 0.04%
18,612
-8
220
$904K 0.04%
894
+26
221
$899K 0.04%
12,818
+177
222
$896K 0.04%
17,466
-8,408
223
$896K 0.04%
10,869
+197
224
$892K 0.04%
14,513
+6,031
225
$892K 0.04%
2,977
+125
7 8
9
10 11