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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.25M 0.04%
13,374
+2,084
227
$1.25M 0.04%
45,347
-40
228
$1.25M 0.04%
53,303
-4,416
229
$1.23M 0.04%
266
+15
230
$1.23M 0.04%
3,724
-12
231
$1.22M 0.04%
36,729
+8,544
232
$1.19M 0.04%
3,458
+56
233
$1.19M 0.04%
10,887
-505
234
$1.19M 0.04%
18,107
+483
235
$1.18M 0.04%
6,827
+153
236
$1.17M 0.04%
4,323
+810
237
$1.17M 0.04%
12,152
+1,825
238
$1.16M 0.04%
17,009
+427
239
$1.16M 0.04%
9,297
-793
240
$1.15M 0.04%
46,404
-3,518
241
$1.14M 0.04%
6,677
-84
242
$1.14M 0.04%
27,628
-273
243
$1.14M 0.04%
13,394
-2,740
244
$1.13M 0.04%
8,111
+194
245
$1.12M 0.04%
3,965
+573
246
$1.12M 0.04%
3,391
+7
247
$1.12M 0.04%
21,074
+12,816
248
$1.11M 0.04%
5,888
+26
249
$1.11M 0.04%
32,559
-61
250
$1.11M 0.04%
37,467
+10,216
8 9
10
11 12