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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$485K 0.03%
4,023
+28
252
$474K 0.03%
17,643
-4
253
$471K 0.03%
3,474
-31
254
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6,529
-7,617
255
$468K 0.03%
+6,512
256
$467K 0.03%
46,065
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257
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9,511
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258
$462K 0.03%
14,056
-10,182
259
$462K 0.03%
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-7
260
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-158
261
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5,798
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262
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263
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264
$453K 0.03%
13,776
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265
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270
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4,237
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271
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684
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272
$430K 0.03%
6,997
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273
$429K 0.03%
17,780
-88
274
$425K 0.03%
2,706
-1,417
275
$414K 0.02%
6,094
+275
9 10
11
12 13