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
$825M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$2.79M
3
+$1.32M
4
FIVE icon
Five Below
FIVE
+$652K
5
NKE icon
Nike
NKE
+$574K

Top Sells

1
+$15.1M
2
+$2.47M
3
+$1.98M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Sector Composition

1 Consumer Discretionary 25.92%
2 Technology 11.26%
3 Communication Services 3.44%
4 Healthcare 3.28%
5 Financials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$235K 0.03%
1,502
-95
252
$235K 0.03%
1,522
+1
253
$234K 0.03%
+4,233
254
$230K 0.03%
3,608
+121
255
$228K 0.03%
+8,880
256
$228K 0.03%
6,666
257
$227K 0.03%
1,692
+13
258
$225K 0.03%
3,028
+168
259
$222K 0.03%
3,057
-53
260
$219K 0.03%
2,892
-124
261
$219K 0.03%
19,856
262
$218K 0.03%
+8,135
263
$217K 0.03%
1,978
264
$217K 0.03%
+12,023
265
$216K 0.03%
4,533
+227
266
$215K 0.03%
6,424
+444
267
$214K 0.03%
+7,197
268
$214K 0.03%
+2,401
269
$214K 0.03%
4,942
-708
270
$211K 0.03%
10,215
+3,321
271
$208K 0.03%
3,655
-406
272
$208K 0.03%
+2,989
273
$207K 0.03%
2,501
-4,668
274
$206K 0.03%
14,330
-119
275
$205K 0.02%
13,106
-500
9 10
11
12 13