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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$250K 0.03%
2,683
-1,675
252
$249K 0.03%
+3,104
253
$249K 0.03%
3,050
-41
254
$248K 0.03%
1,550
+12
255
$246K 0.03%
6,635
-1,227
256
$245K 0.03%
3,421
-135
257
$242K 0.03%
+2,456
258
$242K 0.03%
+1,259
259
$242K 0.03%
2,633
-4
260
$239K 0.03%
+1,625
261
$238K 0.03%
4,861
262
$235K 0.03%
5,457
+3
263
$235K 0.03%
5,059
-314
264
$233K 0.03%
+1,822
265
$233K 0.03%
2,745
-3
266
$232K 0.03%
+1,313
267
$232K 0.03%
3,871
+65
268
$232K 0.03%
510
-148
269
$229K 0.03%
+2,851
270
$229K 0.03%
+2,813
271
$228K 0.03%
+4,516
272
$228K 0.03%
+502
273
$228K 0.03%
+3,579
274
$222K 0.03%
+3,091
275
$221K 0.03%
+3,725
9 10
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