BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.44M
3
+$4.16M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.92M

Top Sells

1
+$6.63M
2
+$2.7M
3
+$1.26M
4
DOCU
DocuSign
DOCU
+$1.16M
5
CHTR icon
Charter Communications
CHTR
+$862K

Sector Composition

1 Consumer Discretionary 33.01%
2 Technology 17.42%
3 Communication Services 9.05%
4 Financials 3.05%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$281K 0.01%
4,605
+491
377
$281K 0.01%
8,802
+466
378
$278K 0.01%
4,838
+5
379
$275K 0.01%
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-485
380
$275K 0.01%
1,842
-123
381
$273K 0.01%
2,292
-32
382
$271K 0.01%
4,377
+113
383
$269K 0.01%
8,352
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384
$268K 0.01%
3,383
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385
$266K 0.01%
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386
$265K 0.01%
3,513
-58
387
$263K 0.01%
14,640
-636
388
$262K 0.01%
2,786
-147
389
$261K 0.01%
6,742
-103
390
$261K 0.01%
4,154
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391
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3,165
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392
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393
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1,608
-250
394
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3,515
-14
395
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+9,317
396
$254K 0.01%
11,388
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397
$252K 0.01%
4,743
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398
$251K 0.01%
+36,717
399
$251K 0.01%
3,567
-733
400
$250K 0.01%
2,212
+62
14 15
16
17 18