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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$254K 0.02%
+6,204
377
$253K 0.02%
+1,923
378
$253K 0.02%
1,148
-253
379
$252K 0.02%
874
-369
380
$252K 0.02%
453
-34
381
$252K 0.02%
4,925
-12
382
$251K 0.02%
6,962
-15,500
383
$249K 0.01%
1,824
+201
384
$249K 0.01%
9,909
-9,388
385
$248K 0.01%
+10,386
386
$247K 0.01%
10,642
387
$245K 0.01%
+10,174
388
$244K 0.01%
7,811
-551
389
$244K 0.01%
2,597
-54
390
$242K 0.01%
6,363
-1,074
391
$240K 0.01%
+4,769
392
$239K 0.01%
+3,387
393
$237K 0.01%
+8,278
394
$237K 0.01%
+4,215
395
$235K 0.01%
3,520
-84
396
$233K 0.01%
+9,474
397
$233K 0.01%
+1,489
398
$232K 0.01%
38,655
-33,096
399
$231K 0.01%
3,215
+43
400
$229K 0.01%
2,995
+24
14 15
16
17 18