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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$217K 0.02%
+3,747
302
$217K 0.02%
2,702
-56
303
$216K 0.01%
19,373
-10,000
304
$215K 0.01%
+7,330
305
$214K 0.01%
+441
306
$214K 0.01%
+1,455
307
$210K 0.01%
+2,168
308
$210K 0.01%
+2,506
309
$209K 0.01%
+1,826
310
$207K 0.01%
+10,939
311
$203K 0.01%
+1,292
312
$202K 0.01%
+1,398
313
$202K 0.01%
+3,825
314
$201K 0.01%
+962
315
$199K 0.01%
12,631
+66
316
$162K 0.01%
21,553
317
$159K 0.01%
25,976
-1,647
318
$150K 0.01%
13,106
319
$147K 0.01%
16,639
+1,353
320
$111K 0.01%
30,000
321
$91K 0.01%
13,725
+2,657
322
$89K 0.01%
13,046
+1,315
323
$88K 0.01%
+16,198
324
$86K 0.01%
10,575
+113
325
$79K 0.01%
3,034
11 12
13
14 15