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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$354K 0.02%
9,626
-5,557
302
$354K 0.02%
22,462
303
$352K 0.02%
3,290
-253
304
$351K 0.02%
2,232
+126
305
$345K 0.02%
3,800
-335
306
$345K 0.02%
6,231
+50
307
$343K 0.02%
654
+26
308
$342K 0.02%
10,407
+713
309
$341K 0.02%
942
+33
310
$340K 0.02%
5,665
-478
311
$335K 0.02%
5,803
-10,097
312
$333K 0.02%
5,031
-179
313
$332K 0.02%
2,493
+548
314
$332K 0.02%
2,240
+412
315
$329K 0.02%
10,475
-16
316
$326K 0.02%
11,392
+139
317
$325K 0.02%
12,220
-1,616
318
$324K 0.02%
18,494
+7
319
$324K 0.02%
10,796
-567
320
$322K 0.02%
10,813
-12,122
321
$320K 0.02%
9,592
322
$319K 0.02%
+71,751
323
$319K 0.02%
7,667
+1,599
324
$318K 0.02%
3,799
-334
325
$318K 0.02%
4,146
+812
11 12
13
14 15