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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$371K 0.02%
6,636
+141
302
$371K 0.02%
16,694
303
$370K 0.02%
896
+1
304
$369K 0.02%
7,947
+37
305
$368K 0.02%
4,094
+104
306
$366K 0.02%
19,207
+326
307
$366K 0.02%
5,210
-2,850
308
$363K 0.02%
5,076
+1,570
309
$360K 0.02%
17,544
310
$357K 0.02%
11,253
-633
311
$351K 0.02%
3,333
+750
312
$351K 0.02%
9,997
+69
313
$345K 0.02%
18,487
-150
314
$344K 0.02%
4,176
+1,626
315
$341K 0.02%
11,363
+50
316
$337K 0.02%
628
-10
317
$332K 0.02%
4,455
-165
318
$332K 0.02%
7,172
-65
319
$332K 0.02%
+6,633
320
$331K 0.02%
+21,735
321
$325K 0.02%
9,592
322
$324K 0.02%
3,371
-195
323
$322K 0.02%
1,304
-114
324
$320K 0.02%
1,806
-8
325
$319K 0.02%
28,650
-1,953
11 12
13
14 15