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
$931M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.44M
3
+$3.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$2.11M
4
DOCU icon
DocuSign
DOCU
+$1.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.27M

Sector Composition

1 Consumer Discretionary 19.87%
2 Technology 17.53%
3 Financials 3.72%
4 Communication Services 3.56%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$331K 0.04%
2,919
+168
227
$330K 0.04%
6,172
+45
228
$326K 0.04%
1,691
+443
229
$324K 0.03%
2,353
+18
230
$321K 0.03%
5,833
+1,560
231
$320K 0.03%
6,042
-968
232
$317K 0.03%
3,343
+324
233
$315K 0.03%
+2,459
234
$314K 0.03%
1,182
+17
235
$314K 0.03%
4,047
-17
236
$314K 0.03%
4,473
237
$312K 0.03%
+6,192
238
$312K 0.03%
8,513
+1,235
239
$312K 0.03%
2,484
-815
240
$311K 0.03%
7,291
+1,500
241
$307K 0.03%
5,601
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242
$307K 0.03%
21,813
+8,614
243
$306K 0.03%
6,136
+232
244
$302K 0.03%
29,000
-71,000
245
$301K 0.03%
5,508
-32
246
$300K 0.03%
536
247
$297K 0.03%
6,134
+79
248
$295K 0.03%
4,132
+380
249
$295K 0.03%
3,619
+667
250
$293K 0.03%
3,396
-84
8 9
10
11 12