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
401
$219K 0.01%
9,691
-89
402
$218K 0.01%
3,857
+3
403
$216K 0.01%
+809
404
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405
$214K 0.01%
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406
$212K 0.01%
7,557
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407
$211K 0.01%
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408
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1,623
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409
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1,874
-107
410
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25,873
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411
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2,673
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412
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10,287
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413
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414
$207K 0.01%
3,624
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415
$206K 0.01%
11,707
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416
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3,269
-2,704
417
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418
$205K 0.01%
762
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419
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3,172
420
$204K 0.01%
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421
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2,462
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422
$203K 0.01%
7,437
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423
$202K 0.01%
36,717
424
$201K 0.01%
+3,648
425
$200K 0.01%
72,678
-20
15 16
17
18 19