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
$1.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$10.1M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
AAPL icon
Apple
AAPL
+$3.54M

Top Sells

1
+$9.17M
2
+$2.18M
3
+$1.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.41M

Sector Composition

1 Consumer Discretionary 33.7%
2 Technology 16.62%
3 Communication Services 9.92%
4 Financials 2.69%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$516K 0.03%
3,266
+1,557
252
$515K 0.03%
10,915
+55
253
$514K 0.03%
1,049
+269
254
$511K 0.03%
8,727
+340
255
$508K 0.03%
1,290
-66
256
$501K 0.03%
3,236
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257
$494K 0.03%
6,676
+344
258
$487K 0.03%
6,879
+1,082
259
$486K 0.03%
6,609
+2,251
260
$485K 0.03%
16,078
+47
261
$483K 0.02%
10,130
-20
262
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308
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263
$479K 0.02%
937
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264
$479K 0.02%
3,201
+83
265
$475K 0.02%
19,605
+1,279
266
$472K 0.02%
3,988
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267
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268
$464K 0.02%
1,749
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269
$462K 0.02%
2,452
+340
270
$459K 0.02%
6,000
271
$453K 0.02%
5,849
+173
272
$452K 0.02%
7,246
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273
$452K 0.02%
2,372
+100
274
$450K 0.02%
13,664
+152
275
$448K 0.02%
2,775
+225
9 10
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