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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$412K 0.02%
251
-3
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$406K 0.02%
4,092
-861
278
$403K 0.02%
6,847
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279
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$400K 0.02%
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281
$395K 0.02%
6,030
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282
$394K 0.02%
35,190
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283
$389K 0.02%
23,277
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284
$387K 0.02%
7,819
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285
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13,448
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286
$381K 0.02%
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287
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5,012
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288
$379K 0.02%
57,750
-28,805
289
$373K 0.02%
6,197
+1,045
290
$373K 0.02%
989
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291
$372K 0.02%
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292
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293
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294
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295
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296
$363K 0.02%
4,506
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297
$363K 0.02%
51,042
-370
298
$361K 0.02%
14,025
-88,230
299
$361K 0.02%
10,099
+102
300
$360K 0.02%
1,243
+369
10 11
12
13 14