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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$11.6M
3 +$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1 +$94.7M
2 +$21.3M
3 +$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$528K 0.02%
3,004
+60
377
$526K 0.02%
10,272
-3,380
378
$524K 0.02%
9,582
379
$520K 0.02%
9,929
-490
380
$517K 0.02%
17,580
+1,326
381
$517K 0.02%
1,726
+152
382
$516K 0.02%
19,421
-9,052
383
$513K 0.02%
13,222
-576
384
$512K 0.02%
18,702
-5,320
385
$511K 0.02%
4,265
-1,532
386
$504K 0.02%
3,489
+69
387
$499K 0.02%
3,806
+1,248
388
$499K 0.02%
+2,993
389
$496K 0.02%
1,134
+349
390
$493K 0.02%
8,757
391
$492K 0.02%
6,648
+2
392
$492K 0.02%
18,284
-2,652
393
$486K 0.02%
4,964
-74
394
$485K 0.02%
2,807
+11
395
$485K 0.02%
6,617
-846
396
$482K 0.02%
843
+135
397
$481K 0.02%
3,214
+62
398
$477K 0.02%
1,295
+26
399
$476K 0.02%
1,408
+40
400
$474K 0.02%
2,184
+241