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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$312K 0.02%
3,463
-2,203
327
$311K 0.02%
6,731
-1,052
328
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+5,315
329
$307K 0.02%
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330
$303K 0.02%
+5,001
331
$302K 0.02%
6,036
+1,213
332
$299K 0.02%
4,081
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333
$299K 0.02%
3,308
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334
$298K 0.02%
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335
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5,992
-5,800
336
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-1
337
$294K 0.02%
72,213
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338
$293K 0.02%
5,710
+1,982
339
$293K 0.02%
21,982
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340
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341
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343
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4,019
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344
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345
$281K 0.02%
6,656
346
$280K 0.02%
18,002
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347
$280K 0.02%
11,515
348
$279K 0.02%
3,000
+153
349
$278K 0.02%
7,363
+69
350
$278K 0.02%
6,459
-713
12 13
14
15 16