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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$496K 0.03%
7,173
+7
252
$495K 0.03%
4,208
-804
253
$487K 0.03%
36,070
+879
254
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47,457
255
$482K 0.03%
2,179
+10
256
$477K 0.03%
51,252
+536
257
$477K 0.03%
22,591
-250
258
$475K 0.03%
998
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259
$473K 0.03%
1,921
+37
260
$473K 0.03%
6,629
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261
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17,909
-7,299
262
$471K 0.03%
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-603
263
$470K 0.03%
14,948
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264
$468K 0.03%
2,419
+100
265
$461K 0.03%
12,847
+187
266
$460K 0.03%
25,668
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267
$456K 0.03%
15,479
-4,162
268
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1,974
-12
269
$447K 0.03%
13,501
+59
270
$444K 0.03%
254
+2
271
$440K 0.03%
7,347
+1,873
272
$433K 0.03%
1,123
-79
273
$433K 0.03%
1,933
-9
274
$432K 0.03%
3,802
-12
275
$427K 0.02%
6,651
+2
9 10
11
12 13