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
$1.98B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.11M
3
+$5.43M
4
RSG icon
Republic Services
RSG
+$4.21M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.47M

Top Sells

1
+$61.4M
2
+$4.14M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$1.46M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.4M

Sector Composition

1 Consumer Discretionary 28.34%
2 Technology 21.86%
3 Communication Services 4.8%
4 Healthcare 3.04%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$568K 0.03%
7,816
-123
277
$564K 0.03%
4,895
+264
278
$561K 0.03%
24,492
+2,183
279
$560K 0.03%
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280
$559K 0.03%
1,228
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281
$558K 0.03%
2,275
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282
$553K 0.03%
11,019
-6,163
283
$553K 0.03%
34,658
-3,357
284
$552K 0.03%
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285
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2,735
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286
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11,662
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287
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3,131
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288
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+204
289
$538K 0.03%
9,723
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290
$535K 0.03%
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291
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293
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15,994
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294
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295
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3,480
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296
$512K 0.03%
2,380
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297
$511K 0.03%
189
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298
$503K 0.03%
4,552
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299
$501K 0.03%
9,415
+931
300
$500K 0.03%
6,491
+405
10 11
12
13 14