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
$931M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.44M
3
+$3.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$2.11M
4
DOCU icon
DocuSign
DOCU
+$1.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.27M

Sector Composition

1 Consumer Discretionary 19.87%
2 Technology 17.53%
3 Financials 3.72%
4 Communication Services 3.56%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$253K 0.03%
3,876
-1,754
277
$252K 0.03%
1,063
-69
278
$251K 0.03%
2,441
+4
279
$251K 0.03%
3,234
-108
280
$249K 0.03%
7,890
-900
281
$248K 0.03%
8,529
+331
282
$247K 0.03%
1,635
+69
283
$246K 0.03%
+8,420
284
$245K 0.03%
5,516
-25
285
$244K 0.03%
417
-3
286
$243K 0.03%
1,444
+30
287
$240K 0.03%
2,826
+197
288
$239K 0.03%
1,497
-14
289
$238K 0.03%
5,556
-10,000
290
$237K 0.03%
1,617
+15
291
$236K 0.03%
2,320
-466
292
$234K 0.03%
2,744
+1
293
$233K 0.03%
9,900
294
$232K 0.02%
2,770
+25
295
$226K 0.02%
2,639
296
$225K 0.02%
13,586
-155
297
$216K 0.02%
+4,851
298
$214K 0.02%
2,837
+1
299
$213K 0.02%
2,501
+61
300
$210K 0.02%
+1,409
10 11
12
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