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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$762K 0.02%
1,575
+798
302
$759K 0.02%
9,900
303
$753K 0.02%
7,721
+33
304
$750K 0.02%
+38,497
305
$749K 0.02%
2,044
+216
306
$744K 0.02%
69,342
+392
307
$732K 0.02%
94,210
+61,783
308
$726K 0.02%
99,633
+89
309
$726K 0.02%
11,045
+6,528
310
$717K 0.02%
5,878
-876
311
$717K 0.02%
18,129
+566
312
$713K 0.02%
6,834
+754
313
$701K 0.02%
5,777
-108
314
$699K 0.02%
2,605
-28
315
$698K 0.02%
26,317
+1,105
316
$697K 0.02%
9,485
-27,938
317
$692K 0.02%
30,715
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318
$691K 0.02%
13,413
-7,389
319
$676K 0.02%
10,980
+1,501
320
$672K 0.02%
13,924
+318
321
$670K 0.02%
6,007
-146
322
$669K 0.02%
8,189
+2,126
323
$663K 0.02%
7,636
+1,318
324
$657K 0.02%
8,586
325
$652K 0.02%
2,983
-127
11 12
13
14 15