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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$39K ﹤0.01%
11,286
302
$38K ﹤0.01%
+531
303
$27K ﹤0.01%
+1,457
304
$21K ﹤0.01%
791
305
$19K ﹤0.01%
+333
306
$9K ﹤0.01%
1,333
307
$7K ﹤0.01%
+16,017
308
– –
-9,900
309
– –
-4,690
310
– –
-7,655
311
– –
-5,601
312
– –
-5,715
313
– –
-29,556
314
– –
-8,194
9 10 11 12
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