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
351
$282K 0.02%
6,656
352
$280K 0.02%
+1,143
353
$278K 0.02%
9,651
-40
354
$277K 0.02%
5,494
-372
355
$275K 0.02%
+7,673
356
$274K 0.02%
3,881
-2,149
357
$273K 0.02%
72,441
+228
358
$271K 0.02%
+7,009
359
$271K 0.02%
2,133
-1,157
360
$270K 0.02%
+3,945
361
$269K 0.02%
4,717
+467
362
$268K 0.02%
+11,036
363
$265K 0.02%
2,855
-92
364
$265K 0.02%
3,661
-4
365
$264K 0.02%
+4,747
366
$263K 0.02%
16,487
+5,136
367
$263K 0.02%
2,834
-163
368
$261K 0.02%
+9,160
369
$260K 0.02%
+9,865
370
$260K 0.02%
1,873
-78
371
$258K 0.02%
4,218
+214
372
$258K 0.02%
36,717
373
$258K 0.02%
3,698
-54
374
$255K 0.02%
+467
375
$255K 0.02%
4,110
+25
13 14
15
16 17