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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$313K 0.02%
2,357
-1,465
327
$313K 0.02%
22,226
+244
328
$313K 0.02%
6,617
+29
329
$311K 0.02%
4,177
-2,884
330
$310K 0.02%
10,741
-4,779
331
$307K 0.02%
9,529
-1,863
332
$306K 0.02%
3,504
-3,094
333
$305K 0.02%
8,155
-2,320
334
$303K 0.02%
1,192
-99
335
$302K 0.02%
5,006
+5
336
$302K 0.02%
920
-22
337
$300K 0.02%
4,050
+251
338
$300K 0.02%
5,976
+118
339
$299K 0.02%
2,587
+713
340
$294K 0.02%
+9,705
341
$294K 0.02%
11,550
+35
342
$290K 0.02%
81,591
-6,109
343
$290K 0.02%
1,690
+14
344
$290K 0.02%
4,927
+82
345
$288K 0.02%
14,529
-4,720
346
$287K 0.02%
6,082
+90
347
$284K 0.02%
15,399
+848
348
$284K 0.02%
17,544
-458
349
$283K 0.02%
6,000
350
$283K 0.02%
867
+105
12 13
14
15 16