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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$651K 0.02%
3,774
+326
327
$647K 0.02%
4,223
+38
328
$642K 0.02%
6,945
+34
329
$640K 0.02%
3,631
+56
330
$637K 0.02%
11,052
-466
331
$636K 0.02%
1,003
+55
332
$631K 0.02%
2,090
+145
333
$631K 0.02%
7,667
+37
334
$630K 0.02%
12,247
335
$629K 0.02%
3,652
-525
336
$627K 0.02%
8,932
+358
337
$622K 0.02%
22,224
338
$621K 0.02%
13,447
-239
339
$618K 0.02%
9,124
+1,494
340
$617K 0.02%
7,579
-780
341
$616K 0.02%
20,317
+3,563
342
$614K 0.02%
4,457
+339
343
$612K 0.02%
7,350
+81
344
$611K 0.02%
54,456
+128
345
$606K 0.02%
32,587
+8,057
346
$604K 0.02%
10,137
-435
347
$603K 0.02%
1,728
+183
348
$598K 0.02%
22,841
-452
349
$598K 0.02%
+25,059
350
$593K 0.02%
19,129
+271
12 13
14
15 16