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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$300K 0.04%
+5,297
227
$297K 0.04%
6,316
228
$295K 0.04%
169
-39
229
$293K 0.04%
3,217
+176
230
$291K 0.04%
6,271
+46
231
$287K 0.03%
1,665
+1
232
$285K 0.03%
12,555
+30
233
$284K 0.03%
19,591
+276
234
$281K 0.03%
1,552
-426
235
$280K 0.03%
+5,606
236
$279K 0.03%
+5,273
237
$273K 0.03%
+6,276
238
$272K 0.03%
8,316
+1
239
$272K 0.03%
7,604
+66
240
$271K 0.03%
5,141
+721
241
$267K 0.03%
5,970
+27
242
$266K 0.03%
1,094
-99
243
$265K 0.03%
4,373
+74
244
$264K 0.03%
+3,712
245
$264K 0.03%
5,750
246
$263K 0.03%
1,945
+223
247
$263K 0.03%
+3,100
248
$257K 0.03%
+4,943
249
$255K 0.03%
+2,538
250
$251K 0.03%
+7,286
8 9
10
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