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
$1.98B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.11M
3
+$5.43M
4
RSG icon
Republic Services
RSG
+$4.21M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.47M

Top Sells

1
+$61.4M
2
+$4.14M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$1.46M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.4M

Sector Composition

1 Consumer Discretionary 28.34%
2 Technology 21.86%
3 Communication Services 4.8%
4 Healthcare 3.04%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$425K 0.02%
5,832
+4
327
$424K 0.02%
3,886
+16
328
$422K 0.02%
7,705
+2,766
329
$420K 0.02%
6,020
+30
330
$419K 0.02%
2,965
-5
331
$419K 0.02%
5,584
+2,363
332
$418K 0.02%
6,781
+13
333
$418K 0.02%
2,171
+990
334
$416K 0.02%
2,793
-3
335
$415K 0.02%
6,626
-164
336
$414K 0.02%
3,697
+1,083
337
$413K 0.02%
6,480
+2,085
338
$412K 0.02%
26,897
+8,763
339
$412K 0.02%
1,828
-25
340
$409K 0.02%
7,189
+2
341
$403K 0.02%
3,734
+194
342
$399K 0.02%
3,498
+125
343
$392K 0.02%
4,833
-792
344
$390K 0.02%
5,252
+150
345
$387K 0.02%
8,407
+2,191
346
$387K 0.02%
6,209
+116
347
$387K 0.02%
3,217
-45
348
$385K 0.02%
4,289
+1,356
349
$379K 0.02%
+11,100
350
$378K 0.02%
18,094
12 13
14
15 16