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
$858M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$3.71M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$2.32M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.94M

Top Sells

1
+$3.47M
2
+$3.08M
3
+$1.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39M
5
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$1.3M

Sector Composition

1 Consumer Discretionary 19.2%
2 Technology 16.21%
3 Communication Services 3.46%
4 Financials 3.32%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$254K 0.03%
7,275
+4
252
$247K 0.03%
5,133
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253
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510
254
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255
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256
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257
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258
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259
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260
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262
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263
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265
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266
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267
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1,132
270
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271
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4,173
-3,446
272
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273
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+3,600
274
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+6,256
275
$218K 0.03%
2,645
+61
9 10
11
12 13