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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$424K 0.02%
17,250
-1,250
277
$417K 0.02%
51,412
-8,459
278
$415K 0.02%
1,327
-2
279
$414K 0.02%
3,703
-740
280
$412K 0.02%
61,344
+1,257
281
$411K 0.02%
7,783
+90
282
$409K 0.02%
1,252
-61
283
$407K 0.02%
4,953
-103
284
$403K 0.02%
5,474
-534
285
$402K 0.02%
2,926
+193
286
$398K 0.02%
10,491
-2,985
287
$395K 0.02%
3,793
+58
288
$392K 0.02%
6,143
-615
289
$391K 0.02%
4,135
-49
290
$390K 0.02%
4,618
-480
291
$390K 0.02%
10,105
+22
292
$387K 0.02%
6,860
293
$381K 0.02%
5,973
+2,233
294
$380K 0.02%
17,045
295
$377K 0.02%
5,793
+22
296
$377K 0.02%
4,133
+139
297
$377K 0.02%
22,462
298
$377K 0.02%
3,543
+512
299
$376K 0.02%
13,836
+1,164
300
$373K 0.02%
4,657
-119
10 11
12
13 14