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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.1M 0.04%
1,815
+7
252
$1.09M 0.03%
29,514
+2,367
253
$1.09M 0.03%
16,035
+302
254
$1.08M 0.03%
31,961
+197
255
$1.08M 0.03%
14,811
+622
256
$1.06M 0.03%
1,995
-45
257
$1.06M 0.03%
6,883
+1,173
258
$1.06M 0.03%
9,672
-929
259
$1.05M 0.03%
14,106
260
$1.05M 0.03%
10,199
-98
261
$1.03M 0.03%
25,251
-399
262
$1.01M 0.03%
10,801
+223
263
$990K 0.03%
3,742
+465
264
$987K 0.03%
3,232
-83
265
$983K 0.03%
15,622
+34
266
$975K 0.03%
19,411
+8,319
267
$972K 0.03%
3,297
+37
268
$968K 0.03%
9,890
-161
269
$965K 0.03%
6,106
-636
270
$964K 0.03%
12,897
-185
271
$956K 0.03%
13,763
-374
272
$953K 0.03%
3,505
+164
273
$949K 0.03%
23,068
-513
274
$929K 0.03%
3,976
-29
275
$922K 0.03%
9,870
+507
9 10
11
12 13