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
$858M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$3.71M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$2.32M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.94M

Top Sells

1
+$3.47M
2
+$3.08M
3
+$1.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39M
5
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$1.3M

Sector Composition

1 Consumer Discretionary 19.2%
2 Technology 16.21%
3 Communication Services 3.46%
4 Financials 3.32%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$44K 0.01%
11,286
302
$43K 0.01%
1,000
303
$42K ﹤0.01%
17,500
304
$39K ﹤0.01%
335
305
$12K ﹤0.01%
333
306
$10K ﹤0.01%
1,341
+8
307
$8K ﹤0.01%
791
308
– –
-4,516
309
– –
-1,822
310
– –
-2,456
311
– –
-7,095
312
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-2,745
313
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-2,708
314
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-3,579
315
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-3,652
316
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-41,751
317
– –
-3,359
318
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-1,625
319
– –
-3,091
320
– –
-7,713
321
– –
-9,887
322
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-6,276
323
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-6,224
324
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-3,104
325
– –
-2,728
10 11 12
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