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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$244K 0.01%
7,849
+115
377
$244K 0.01%
3,854
-28
378
$244K 0.01%
1,074
+15
379
$244K 0.01%
1,793
+142
380
$240K 0.01%
4,061
-1,414
381
$239K 0.01%
5,217
-3,641
382
$239K 0.01%
2,373
+71
383
$238K 0.01%
3,172
+14
384
$237K 0.01%
4,930
+6
385
$236K 0.01%
3,891
+104
386
$236K 0.01%
2,292
387
$236K 0.01%
4,839
+121
388
$236K 0.01%
2,881
+10
389
$233K 0.01%
3,684
-123
390
$232K 0.01%
1,623
-233
391
$230K 0.01%
5,741
-122
392
$230K 0.01%
1,170
-117
393
$228K 0.01%
3,503
-1,696
394
$228K 0.01%
+488
395
$228K 0.01%
25,120
+4,702
396
$227K 0.01%
2,388
+57
397
$227K 0.01%
8,759
+87
398
$227K 0.01%
72,698
+7,927
399
$226K 0.01%
2,013
+25
400
$226K 0.01%
9,048
-456
14 15
16
17 18