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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$367K 0.03%
+4,486
227
$364K 0.03%
1,822
+131
228
$362K 0.03%
1,774
+38
229
$358K 0.02%
3,887
+1,046
230
$355K 0.02%
9,740
+1,950
231
$355K 0.02%
3,539
+483
232
$354K 0.02%
7,327
+1,925
233
$349K 0.02%
204
-1
234
$349K 0.02%
4,014
+1,610
235
$348K 0.02%
14,855
+15
236
$345K 0.02%
5,798
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237
$344K 0.02%
2,340
238
$342K 0.02%
6,151
+58
239
$336K 0.02%
4,351
+320
240
$335K 0.02%
1,713
+495
241
$334K 0.02%
1,163
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242
$331K 0.02%
7,683
+3,408
243
$331K 0.02%
3,060
-102
244
$330K 0.02%
27,647
+3,943
245
$328K 0.02%
45
+17
246
$327K 0.02%
10,537
-1,310
247
$326K 0.02%
6,000
248
$323K 0.02%
+1,988
249
$320K 0.02%
8,338
250
$316K 0.02%
3,463
+22
8 9
10
11 12