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
351
$278K 0.02%
5,858
+118
352
$277K 0.02%
4,845
+91
353
$274K 0.02%
5,504
+848
354
$274K 0.02%
7,823
+67
355
$273K 0.02%
2,625
-1,078
356
$272K 0.02%
2,947
-846
357
$272K 0.02%
3,786
+102
358
$271K 0.02%
5,371
+125
359
$270K 0.02%
1,676
+7
360
$269K 0.02%
13,599
+1,547
361
$267K 0.02%
5,123
+31
362
$257K 0.02%
5,866
+649
363
$256K 0.02%
3,604
+38
364
$255K 0.02%
1,401
+231
365
$254K 0.01%
6,000
366
$253K 0.01%
2,490
-843
367
$251K 0.01%
1,951
+158
368
$250K 0.01%
3,830
-61
369
$250K 0.01%
15,711
+882
370
$248K 0.01%
1,809
+3
371
$246K 0.01%
14,551
-11,117
372
$246K 0.01%
1,186
+158
373
$246K 0.01%
5,108
-1,525
374
$242K 0.01%
2,048
+425
375
$241K 0.01%
2,997
+172
13 14
15
16 17