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
$825M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$2.79M
3
+$1.32M
4
FIVE icon
Five Below
FIVE
+$652K
5
NKE icon
Nike
NKE
+$574K

Top Sells

1
+$15.1M
2
+$2.47M
3
+$1.98M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Sector Composition

1 Consumer Discretionary 25.92%
2 Technology 11.26%
3 Communication Services 3.44%
4 Healthcare 3.28%
5 Financials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$285K 0.03%
2,815
-131
227
$283K 0.03%
1,489
-122
228
$277K 0.03%
2,782
+15
229
$275K 0.03%
7,335
-159
230
$275K 0.03%
2,304
+592
231
$274K 0.03%
1,590
+489
232
$273K 0.03%
1,852
+196
233
$264K 0.03%
3,681
+213
234
$263K 0.03%
1,294
-43
235
$262K 0.03%
1,254
+148
236
$262K 0.03%
13,333
-334
237
$259K 0.03%
9,940
+38
238
$259K 0.03%
4,661
239
$258K 0.03%
5,193
+291
240
$257K 0.03%
2,848
241
$255K 0.03%
6,720
+36
242
$254K 0.03%
4,463
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243
$249K 0.03%
2,873
-92
244
$246K 0.03%
3,881
-4,903
245
$245K 0.03%
8,770
+175
246
$244K 0.03%
+11,908
247
$244K 0.03%
19,100
+92
248
$242K 0.03%
+5,887
249
$240K 0.03%
6,634
-682
250
$236K 0.03%
3,322
+97
8 9
10
11 12