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
$825M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1 +$8.43M
2 +$2.79M
3 +$1.32M
4
FIVE icon
Five Below
FIVE
+$652K
5
NKE icon
Nike
NKE
+$574K

Top Sells

1 +$15.1M
2 +$2.47M
3 +$1.98M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

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
301
-16,750
302
-3,730
303
-3,074
304
-7,241
305
-4,444
306
-4,796
307
-7,850
308
-15,515
309
-2,864
310
-2,135
311
-2,942
312
-4,072
313
-3,377