BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$825M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$2.76M
3
+$1.27M
4
FIVE icon
Five Below
FIVE
+$590K
5
NKE icon
Nike
NKE
+$527K

Top Sells

1
+$14.5M
2
+$2.41M
3
+$1.93M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.84M

Sector Composition

1 Consumer Discretionary 25.92%
2 Technology 11.26%
3 Communication Services 3.44%
4 Healthcare 3.28%
5 Financials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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