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
$1.98B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.11M
3
+$5.43M
4
RSG icon
Republic Services
RSG
+$4.21M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.47M

Top Sells

1
+$61.4M
2
+$4.14M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$1.46M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.4M

Sector Composition

1 Consumer Discretionary 28.34%
2 Technology 21.86%
3 Communication Services 4.8%
4 Healthcare 3.04%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$295K 0.01%
7,380
+1,081
402
$294K 0.01%
1,757
+39
403
$293K 0.01%
2,549
-77
404
$292K 0.01%
45,849
+12,638
405
$292K 0.01%
10,132
+88
406
$291K 0.01%
11,765
407
$289K 0.01%
2,293
-127
408
$289K 0.01%
3,106
+585
409
$287K 0.01%
1,714
-455
410
$287K 0.01%
1,730
+49
411
$286K 0.01%
15,895
+4,315
412
$286K 0.01%
52,516
-2,001
413
$285K 0.01%
2,987
-72
414
$283K 0.01%
1,066
+81
415
$283K 0.01%
1,201
+39
416
$281K 0.01%
5,711
-2,175
417
$281K 0.01%
10,654
+71
418
$280K 0.01%
+386
419
$279K 0.01%
+2,955
420
$279K 0.01%
4,521
-1,163
421
$279K 0.01%
4,870
+41
422
$277K 0.01%
1,726
+38
423
$275K 0.01%
+3,152
424
$273K 0.01%
+22,594
425
$273K 0.01%
+5,042
15 16
17
18 19