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
401
$226K 0.01%
1,981
+246
402
$223K 0.01%
6,271
+45
403
$221K 0.01%
8,450
-4,850
404
$221K 0.01%
26,942
-15,665
405
$219K 0.01%
2,825
+321
406
$219K 0.01%
10,090
+461
407
$215K 0.01%
747
-26
408
$215K 0.01%
+10,260
409
$215K 0.01%
13,135
+55
410
$214K 0.01%
7,313
+493
411
$214K 0.01%
4,846
+1,066
412
$212K 0.01%
1,388
+172
413
$211K 0.01%
1,371
-28
414
$210K 0.01%
9,009
-238
415
$210K 0.01%
6,912
+29
416
$210K 0.01%
3,351
+151
417
$209K 0.01%
2,743
+31
418
$208K 0.01%
+3,531
419
$208K 0.01%
3,270
420
$207K 0.01%
1,420
+55
421
$207K 0.01%
+3,728
422
$206K 0.01%
2,785
-28
423
$205K 0.01%
9,780
+92
424
$205K 0.01%
+618
425
$202K 0.01%
6,983
-61
15 16
17
18 19