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
401
$229K 0.01%
+2,987
402
$228K 0.01%
5,304
-313
403
$225K 0.01%
1,370
-215
404
$223K 0.01%
32,973
+220
405
$222K 0.01%
1,948
-677
406
$222K 0.01%
+693
407
$222K 0.01%
+3,330
408
$221K 0.01%
3,519
-129
409
$221K 0.01%
+5,359
410
$220K 0.01%
+2,627
411
$219K 0.01%
+1,720
412
$215K 0.01%
4,757
-2,910
413
$215K 0.01%
+9,188
414
$215K 0.01%
6,378
-607
415
$214K 0.01%
+2,121
416
$214K 0.01%
+3,052
417
$213K 0.01%
2,599
-74
418
$212K 0.01%
+1,577
419
$212K 0.01%
11,913
+206
420
$211K 0.01%
+1,717
421
$211K 0.01%
11,435
+1,028
422
$211K 0.01%
5,329
-4,781
423
$209K 0.01%
2,604
-1,038
424
$209K 0.01%
3,057
-212
425
$208K 0.01%
1,167
-192
15 16
17
18 19