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
351
$376K 0.02%
24,832
+1,431
352
$375K 0.02%
1,080
+37
353
$375K 0.02%
2,217
+1,005
354
$375K 0.02%
1,513
+320
355
$372K 0.02%
8,152
+2,626
356
$366K 0.02%
7,017
+2,229
357
$365K 0.02%
2,471
+1,039
358
$364K 0.02%
9,790
+598
359
$364K 0.02%
6,679
-1,261
360
$363K 0.02%
1,600
+137
361
$360K 0.02%
+14,137
362
$359K 0.02%
11,787
+4,878
363
$359K 0.02%
1,019
+60
364
$358K 0.02%
6,215
365
$353K 0.02%
+5,455
366
$351K 0.02%
9,939
+86
367
$350K 0.02%
22,704
+235
368
$346K 0.02%
3,228
-69
369
$345K 0.02%
+2,208
370
$344K 0.02%
3,838
+1,391
371
$341K 0.02%
3,012
-541
372
$339K 0.02%
3,772
+39
373
$336K 0.02%
1,704
+8
374
$332K 0.02%
+685
375
$329K 0.02%
6,359
+1,044
13 14
15
16 17