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
351
$269K 0.02%
+5,318
352
$268K 0.02%
909
+17
353
$267K 0.02%
+12,052
354
$267K 0.02%
4,823
+1,914
355
$265K 0.02%
2,765
-3
356
$263K 0.02%
3,754
-717
357
$262K 0.02%
3,566
-5
358
$261K 0.02%
1,840
+72
359
$261K 0.02%
8,203
360
$259K 0.02%
4,656
+68
361
$259K 0.02%
3,158
+671
362
$259K 0.02%
3,446
+82
363
$257K 0.01%
4,754
-899
364
$253K 0.01%
32,754
+7,245
365
$252K 0.01%
14,829
+72
366
$252K 0.01%
3,334
-190
367
$250K 0.01%
9,694
+4,360
368
$249K 0.01%
1,616
-91
369
$249K 0.01%
11,678
370
$249K 0.01%
1,276
+35
371
$248K 0.01%
2,355
+30
372
$248K 0.01%
1,028
-202
373
$246K 0.01%
3,889
-7
374
$246K 0.01%
874
+29
375
$245K 0.01%
1,945
+114
13 14
15
16 17