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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$255K 0.02%
7,757
+2,046
277
$252K 0.02%
4,709
+338
278
$250K 0.02%
4,556
+42
279
$249K 0.02%
+61
280
$249K 0.02%
1,637
+5
281
$246K 0.02%
6,150
+28
282
$245K 0.02%
1,213
-15
283
$244K 0.02%
+1,780
284
$243K 0.02%
3,039
+63
285
$239K 0.02%
+3,744
286
$239K 0.02%
+5,448
287
$237K 0.02%
7,291
288
$236K 0.02%
4,032
289
$235K 0.02%
11,658
290
$232K 0.02%
11,103
+2,534
291
$230K 0.02%
+411
292
$230K 0.02%
+4,606
293
$227K 0.02%
+2,067
294
$226K 0.02%
+5,212
295
$223K 0.02%
+1,496
296
$221K 0.02%
+6,650
297
$221K 0.02%
+3,081
298
$220K 0.02%
+4,050
299
$219K 0.02%
+3,776
300
$218K 0.02%
4,280
-34
10 11
12
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