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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$568K 0.03%
9,148
+775
227
$566K 0.03%
2,843
-81
228
$563K 0.03%
6,317
+26
229
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14,178
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230
$558K 0.03%
11,100
+166
231
$557K 0.03%
943
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232
$551K 0.03%
4,080
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233
$549K 0.03%
3,478
-89
234
$548K 0.03%
1,680
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235
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2,955
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236
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5,227
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237
$537K 0.03%
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238
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239
$535K 0.03%
11,792
+4,119
240
$534K 0.03%
25,662
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241
$528K 0.03%
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242
$525K 0.03%
17,710
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243
$524K 0.03%
9,761
-15
244
$522K 0.03%
858
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245
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3,940
-114
246
$513K 0.03%
12,221
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247
$504K 0.03%
3,882
-69
248
$502K 0.03%
19,765
-1,673
249
$501K 0.03%
10,310
-1,820
250
$497K 0.03%
9,952
-14,173
8 9
10
11 12