BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
-18.04%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$1.73B
AUM Growth
-$420M
(-20%)
Cap. Flow
+$9.34M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
61.86%
Holding
542
New
27
Increased
229
Reduced
186
Closed
68
Top Buys
| 1 |
Sysco
SYY
|
+$10.8M |
| 2 |
HCP
HashiCorp, Inc. Class A Common Stock
HCP
|
+$3.88M |
| 3 |
Microsoft
MSFT
|
+$3.16M |
| 4 |
Airbnb
ABNB
|
+$2.16M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$1.98M |
Top Sells
| 1 |
Amazon
AMZN
|
+$6.66M |
| 2 |
Five Star Bancorp
FSBC
|
+$2.44M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.6M |
| 4 |
AVLR
Avalara, Inc.
AVLR
|
+$1.56M |
| 5 |
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% |
