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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.75M
3
+$5M
4
SOFI icon
SoFi Technologies
SOFI
+$4.26M
5
AAPL icon
Apple
AAPL
+$2.68M

Top Sells

1
+$26.4M
2
+$2.57M
3
+$2.52M
4
TSLA icon
Tesla
TSLA
+$1.66M
5
COST icon
Costco
COST
+$1.23M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$241K 0.01%
33,858
+504
377
$239K 0.01%
8,362
+159
378
$238K 0.01%
+487
379
$237K 0.01%
7,900
-550
380
$237K 0.01%
+2,317
381
$237K 0.01%
2,651
+278
382
$233K 0.01%
1,610
-6
383
$233K 0.01%
2,891
-267
384
$232K 0.01%
3,643
-374
385
$231K 0.01%
3,642
+139
386
$231K 0.01%
+1,359
387
$231K 0.01%
+5,277
388
$230K 0.01%
4,937
+7
389
$228K 0.01%
+1,084
390
$226K 0.01%
4,085
+24
391
$226K 0.01%
+2,477
392
$225K 0.01%
4,004
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393
$225K 0.01%
2,619
-146
394
$224K 0.01%
+6,985
395
$223K 0.01%
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396
$223K 0.01%
3,665
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397
$221K 0.01%
1,585
+165
398
$221K 0.01%
+2,971
399
$220K 0.01%
5,617
-124
400
$220K 0.01%
+3,837
14 15
16
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