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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$312K 0.02%
410
+4
252
$309K 0.02%
6,090
+2,090
253
$306K 0.02%
+2,208
254
$301K 0.02%
889
+1
255
$300K 0.02%
5,399
+694
256
$299K 0.02%
6,158
+36
257
$298K 0.02%
+2,214
258
$298K 0.02%
13,095
+40
259
$298K 0.02%
+2,896
260
$297K 0.02%
3,576
+10
261
$297K 0.02%
6,321
+1,368
262
$297K 0.02%
9,893
+3
263
$294K 0.02%
+909
264
$292K 0.02%
615
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265
$286K 0.02%
+8,034
266
$285K 0.02%
+914
267
$283K 0.02%
5,190
-924
268
$281K 0.02%
1,260
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269
$280K 0.02%
2,773
-2
270
$279K 0.02%
495
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271
$277K 0.02%
+2,500
272
$267K 0.02%
+12,329
273
$264K 0.02%
24,702
+6,812
274
$263K 0.02%
10,091
-442
275
$262K 0.02%
+5,309
9 10
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