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

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

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%
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380
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381
$237K 0.01%
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382
$233K 0.01%
1,610
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383
$233K 0.01%
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384
$232K 0.01%
3,643
-374
385
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3,642
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386
$231K 0.01%
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387
$231K 0.01%
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388
$230K 0.01%
4,937
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389
$228K 0.01%
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390
$226K 0.01%
4,085
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391
$226K 0.01%
+2,477
392
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395
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396
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3,665
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397
$221K 0.01%
1,585
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398
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+2,971
399
$220K 0.01%
5,617
-124
400
$220K 0.01%
+3,837
14 15
16
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