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
$1.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$10.1M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
AAPL icon
Apple
AAPL
+$3.54M

Top Sells

1
+$9.17M
2
+$2.18M
3
+$1.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.41M

Sector Composition

1 Consumer Discretionary 33.7%
2 Technology 16.62%
3 Communication Services 9.92%
4 Financials 2.69%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$448K 0.02%
6,651
+365
277
$442K 0.02%
22,560
-371
278
$438K 0.02%
891
279
$433K 0.02%
198
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280
$431K 0.02%
2,412
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281
$430K 0.02%
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282
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5,288
+2,619
283
$424K 0.02%
+13,609
284
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1,785
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285
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1,667
+1
286
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5,265
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287
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17,544
288
$411K 0.02%
16,064
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289
$410K 0.02%
8,615
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290
$408K 0.02%
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-2,408
291
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629
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292
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293
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294
$405K 0.02%
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295
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296
$402K 0.02%
4,865
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297
$401K 0.02%
2,474
+7
298
$401K 0.02%
+7,540
299
$398K 0.02%
3,777
+497
300
$398K 0.02%
6,283
10 11
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