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
401
$219K 0.01%
9,691
-89
402
$218K 0.01%
3,857
+3
403
$216K 0.01%
+809
404
$216K 0.01%
+2,659
405
$214K 0.01%
10,161
406
$212K 0.01%
7,557
+574
407
$211K 0.01%
+4,250
408
$211K 0.01%
1,623
+252
409
$210K 0.01%
1,874
-107
410
$210K 0.01%
25,873
+753
411
$208K 0.01%
2,673
+304
412
$208K 0.01%
10,287
+27
413
$208K 0.01%
+6,202
414
$207K 0.01%
3,624
+716
415
$206K 0.01%
11,707
+29
416
$206K 0.01%
3,269
-2,704
417
$205K 0.01%
+3,036
418
$205K 0.01%
762
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419
$204K 0.01%
3,172
420
$204K 0.01%
2,742
-1
421
$203K 0.01%
2,462
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422
$203K 0.01%
7,437
+124
423
$202K 0.01%
36,717
424
$201K 0.01%
+3,648
425
$200K 0.01%
7,268
-2
15 16
17
18 19