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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$318K 0.02%
+1,497
327
$316K 0.02%
4,372
-100
328
$314K 0.02%
+1,828
329
$309K 0.02%
7,756
-294
330
$309K 0.02%
11,515
+248
331
$308K 0.02%
3,874
+18
332
$305K 0.02%
2,847
+227
333
$304K 0.02%
5,883
+167
334
$300K 0.02%
3,189
-108
335
$299K 0.02%
5,092
-402
336
$295K 0.02%
6,000
337
$292K 0.02%
5,246
-47
338
$291K 0.02%
7,294
+273
339
$290K 0.02%
+2,106
340
$284K 0.02%
5,152
+1,433
341
$284K 0.02%
2,583
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342
$284K 0.02%
4,017
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343
$282K 0.02%
1,669
344
$279K 0.02%
6,068
-283
345
$275K 0.02%
4,174
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346
$274K 0.02%
5,740
+121
347
$273K 0.02%
6,656
348
$271K 0.02%
5,730
-312
349
$270K 0.02%
33,354
+352
350
$270K 0.02%
6,181
+212
12 13
14
15 16