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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$221K 0.03%
+2,949
277
$220K 0.03%
19,268
-1,721
278
$219K 0.03%
+7,280
279
$218K 0.03%
+2,708
280
$215K 0.03%
+4,599
281
$215K 0.03%
+3,661
282
$213K 0.03%
2,033
+667
283
$210K 0.03%
+2,864
284
$210K 0.03%
+7,271
285
$207K 0.03%
+2,584
286
$206K 0.02%
+1,594
287
$205K 0.02%
+2,994
288
$205K 0.02%
+3,359
289
$205K 0.02%
+1,132
290
$202K 0.02%
+6,224
291
$200K 0.02%
+3,652
292
$184K 0.02%
17,890
293
$184K 0.02%
23,333
294
$161K 0.02%
11,815
295
$154K 0.02%
13,143
+37
296
$124K 0.02%
28,673
297
$57K 0.01%
335
298
$57K 0.01%
10,153
299
$55K 0.01%
+1,000
300
$52K 0.01%
17,500
9 10 11
12
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