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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$559K 0.03%
3,649
-281
227
$554K 0.03%
27,485
+53
228
$536K 0.03%
6,536
+7
229
$533K 0.03%
3,570
+92
230
$523K 0.03%
6,689
+372
231
$521K 0.03%
11,730
+1,420
232
$515K 0.03%
+58,921
233
$512K 0.03%
6,837
-3,991
234
$510K 0.03%
1,317
+194
235
$509K 0.03%
18,325
+615
236
$508K 0.03%
6,772
+3,326
237
$507K 0.03%
3,505
-80
238
$505K 0.03%
2,946
-9
239
$503K 0.03%
13,030
-1,148
240
$499K 0.03%
37,961
+1,891
241
$495K 0.03%
49,021
+22,079
242
$486K 0.03%
3,822
-118
243
$485K 0.03%
12,212
-9
244
$484K 0.03%
2,379
-40
245
$483K 0.03%
2,278
+99
246
$482K 0.03%
4,707
+613
247
$481K 0.03%
19,297
+1,388
248
$478K 0.03%
6,301
-239
249
$476K 0.03%
4,233
+153
250
$475K 0.03%
6,598
+1,522
8 9
10
11 12