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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$358K 0.02%
2,283
-210
302
$354K 0.02%
5,236
-268
303
$353K 0.02%
4,238
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304
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305
$351K 0.02%
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306
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2,050
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307
$347K 0.02%
21,502
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308
$346K 0.02%
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$341K 0.02%
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29,000
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311
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312
$334K 0.02%
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313
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3,230
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314
$330K 0.02%
3,314
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315
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316
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319
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5,306
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321
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3,854
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322
$318K 0.02%
3,016
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323
$317K 0.02%
51,945
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324
$316K 0.02%
2,925
+435
325
$315K 0.02%
1,798
-7
11 12
13
14 15