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
351
$593K 0.02%
17,094
+221
352
$590K 0.02%
9,303
+1,345
353
$587K 0.02%
11,763
+5,775
354
$584K 0.02%
7,457
-4,204
355
$581K 0.02%
5,059
-519
356
$581K 0.02%
13,326
+4,152
357
$580K 0.02%
+7,257
358
$569K 0.02%
9,218
+2,522
359
$567K 0.02%
11,177
360
$562K 0.02%
39,880
+21,713
361
$561K 0.02%
20,270
+5,549
362
$561K 0.02%
15,230
363
$560K 0.02%
4,784
+121
364
$559K 0.02%
4,641
-11
365
$556K 0.02%
2,098
-42,791
366
$556K 0.02%
2,291
-274
367
$551K 0.02%
76
368
$547K 0.02%
4,734
369
$547K 0.02%
3,622
-1
370
$543K 0.02%
4,699
+38
371
$542K 0.02%
5,678
+491
372
$541K 0.02%
6,451
+268
373
$540K 0.02%
14,267
-540
374
$531K 0.02%
5,368
-4,616
375
$529K 0.02%
7,415
+167
13 14
15
16 17