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
$931M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.44M
3
+$3.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$2.11M
4
DOCU icon
DocuSign
DOCU
+$1.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.27M

Sector Composition

1 Consumer Discretionary 19.87%
2 Technology 17.53%
3 Financials 3.72%
4 Communication Services 3.56%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$289K 0.03%
4,591
+76
252
$286K 0.03%
5,322
-1,190
253
$285K 0.03%
4,828
-42
254
$284K 0.03%
4,238
+636
255
$284K 0.03%
2,430
-457
256
$283K 0.03%
2,883
+200
257
$281K 0.03%
29,373
258
$278K 0.03%
4,546
+371
259
$277K 0.03%
135
+9
260
$276K 0.03%
1,201
+80
261
$275K 0.03%
+5,373
262
$275K 0.03%
4,778
+10
263
$272K 0.03%
2,769
-79
264
$271K 0.03%
+2,899
265
$270K 0.03%
1,268
+50
266
$270K 0.03%
2,043
-35
267
$269K 0.03%
+9,273
268
$266K 0.03%
+1,831
269
$263K 0.03%
1,519
-64
270
$263K 0.03%
+5,976
271
$263K 0.03%
+4,424
272
$260K 0.03%
+10,014
273
$259K 0.03%
3,991
+393
274
$257K 0.03%
2,380
+124
275
$255K 0.03%
+2,233
9 10
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