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
$3.69B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$7.11M
3
+$6.18M
4
RDDT icon
Reddit
RDDT
+$4.43M
5
MAR icon
Marriott International
MAR
+$4.08M

Top Sells

1
+$29.8M
2
+$13.5M
3
+$6.62M
4
ALK icon
Alaska Air
ALK
+$3.62M
5
MDT icon
Medtronic
MDT
+$2.97M

Sector Composition

1 Consumer Discretionary 26.74%
2 Technology 20.55%
3 Financials 5.02%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
226
Allstate
ALL
$51.6B
$1.6M 0.04%
7,930
+1,284
VOTE icon
227
TCW Transform 500 ETF
VOTE
$910M
$1.57M 0.04%
21,652
+39
DKNG icon
228
DraftKings
DKNG
$16.9B
$1.57M 0.04%
+36,707
DXCM icon
229
DexCom
DXCM
$26.1B
$1.56M 0.04%
17,917
+908
LYFT icon
230
Lyft
LYFT
$8.1B
$1.56M 0.04%
+98,824
EMR icon
231
Emerson Electric
EMR
$72.8B
$1.55M 0.04%
11,648
+761
AFL icon
232
Aflac
AFL
$57.6B
$1.55M 0.04%
14,669
+30
VFH icon
233
Vanguard Financials ETF
VFH
$12.5B
$1.53M 0.04%
12,033
+59
TIP icon
234
iShares TIPS Bond ETF
TIP
$13.9B
$1.53M 0.04%
13,906
+26
WM icon
235
Waste Management
WM
$86.8B
$1.53M 0.04%
6,666
-182
DVY icon
236
iShares Select Dividend ETF
DVY
$20.6B
$1.52M 0.04%
11,418
+75
ECL icon
237
Ecolab
ECL
$78.5B
$1.51M 0.04%
5,620
+2,068
HUBS icon
238
HubSpot
HUBS
$23B
$1.5M 0.04%
2,694
+1,851
VHT icon
239
Vanguard Health Care ETF
VHT
$15.9B
$1.47M 0.04%
5,928
-74
GD icon
240
General Dynamics
GD
$89.1B
$1.45M 0.04%
4,967
+2,059
CB icon
241
Chubb
CB
$107B
$1.44M 0.04%
4,980
+2,890
JSTC icon
242
Adasina Social Justice All Cap Global ETF
JSTC
$253M
$1.44M 0.04%
72,900
CI icon
243
Cigna
CI
$79.9B
$1.44M 0.04%
4,354
+630
SCHA icon
244
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$1.44M 0.04%
56,873
+3,570
WMB icon
245
Williams Companies
WMB
$76.3B
$1.43M 0.04%
22,845
+8,586
XLV icon
246
Health Care Select Sector SPDR Fund
XLV
$35.3B
$1.42M 0.04%
10,556
-454
FCX icon
247
Freeport-McMoran
FCX
$59.1B
$1.42M 0.04%
32,693
+18,426
VEEV icon
248
Veeva Systems
VEEV
$46.5B
$1.41M 0.04%
+4,880
HCA icon
249
HCA Healthcare
HCA
$99.7B
$1.39M 0.04%
3,636
+178
USMV icon
250
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$1.39M 0.04%
14,783
+1,409
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