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
326
$73K 0.01%
+3,500
327
$57K ﹤0.01%
667
-666
328
$46K ﹤0.01%
1,900
329
$24K ﹤0.01%
10,000
330
$17K ﹤0.01%
1,500
331
$13K ﹤0.01%
+13,100
332
$8K ﹤0.01%
+14,100
333
$8K ﹤0.01%
200
-1,600
334
$4K ﹤0.01%
10,000
335
– –
0
336
– –
0
337
– –
-4,787
338
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0
339
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340
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0
341
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-7,529
342
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0
343
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-10,000
344
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345
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346
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347
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348
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-15,612
349
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-22,109
350
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-12,222
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