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
$858M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$3.71M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$2.32M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.94M

Top Sells

1
+$3.47M
2
+$3.08M
3
+$1.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39M
5
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$1.3M

Sector Composition

1 Consumer Discretionary 19.2%
2 Technology 16.21%
3 Communication Services 3.46%
4 Financials 3.32%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$216K 0.03%
3,239
+245
277
$215K 0.03%
1,602
+8
278
$212K 0.02%
4,115
-1,158
279
$212K 0.02%
3,795
-76
280
$212K 0.02%
1,543
-7,049
281
$211K 0.02%
419
-83
282
$210K 0.02%
7,280
283
$210K 0.02%
+10,113
284
$209K 0.02%
2,871
+7
285
$209K 0.02%
1,214
-1,180
286
$209K 0.02%
+5,580
287
$209K 0.02%
2,146
-1,071
288
$205K 0.02%
2,742
-109
289
$203K 0.02%
+1,991
290
$202K 0.02%
+2,854
291
$192K 0.02%
17,890
292
$168K 0.02%
23,333
293
$139K 0.02%
11,815
294
$135K 0.02%
+14,764
295
$134K 0.02%
13,106
-37
296
$118K 0.01%
28,673
297
$104K 0.01%
+10,176
298
$91K 0.01%
3,034
+1,001
299
$67K 0.01%
10,241
+88
300
$44K 0.01%
618
+87
10 11
12
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