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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$413K 0.02%
205
-46
277
$413K 0.02%
4,301
+220
278
$406K 0.02%
9,801
+175
279
$401K 0.02%
16,948
+467
280
$400K 0.02%
49,108
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281
$399K 0.02%
18,109
-385
282
$399K 0.02%
1,370
-495
283
$399K 0.02%
7,910
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284
$396K 0.02%
6,627
-246
285
$390K 0.02%
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-6,072
286
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1,388
-23
287
$389K 0.02%
3,972
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288
$385K 0.02%
6,860
289
$378K 0.02%
9,095
-13,772
290
$373K 0.02%
5,681
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291
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6,688
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292
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293
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294
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295
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4,325
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296
$361K 0.02%
11,888
-2,137
297
$361K 0.02%
2,007
-41
298
$360K 0.02%
4,994
-37
299
$359K 0.02%
2,776
-145
300
$358K 0.02%
9,192
-400
10 11
12
13 14