BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.75M
3
+$5M
4
SOFI icon
SoFi Technologies
SOFI
+$4.26M
5
AAPL icon
Apple
AAPL
+$2.68M

Top Sells

1
+$26.4M
2
+$2.57M
3
+$2.52M
4
TSLA icon
Tesla
TSLA
+$1.66M
5
COST icon
Costco
COST
+$1.23M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$472K 0.03%
156,936
+31,096
252
$471K 0.03%
7,061
+2,689
253
$465K 0.03%
8,481
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254
$455K 0.03%
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-223
255
$455K 0.03%
13,038
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256
$452K 0.03%
821
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257
$452K 0.03%
1,865
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258
$449K 0.03%
3,695
-1,473
259
$449K 0.03%
9,290
-2,349
260
$449K 0.03%
15,520
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261
$448K 0.03%
1,115
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262
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87,700
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263
$444K 0.03%
46,965
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264
$441K 0.03%
+8,603
265
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17,647
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266
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268
$431K 0.03%
17,868
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3,995
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$427K 0.03%
6,875
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271
$424K 0.02%
6,130
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272
$416K 0.02%
5,842
-10
273
$415K 0.02%
2,026
+93
274
$413K 0.02%
1,411
+84
275
$413K 0.02%
1,343
+91
9 10
11
12 13