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
426
$202K 0.01%
6,782
-898
427
$202K 0.01%
+1,294
428
$202K 0.01%
1,919
-120
429
$201K 0.01%
24,233
+590
430
$200K 0.01%
2,369
-37
431
$200K 0.01%
8,824
-984
432
$200K 0.01%
+4,371
433
$199K 0.01%
15,139
+923
434
$197K 0.01%
+10,161
435
$196K 0.01%
36,717
436
$188K 0.01%
10,593
-63
437
$178K 0.01%
2,908
-1,927
438
$175K 0.01%
14,336
439
$169K 0.01%
13,555
+100
440
$154K 0.01%
8,333
441
$144K 0.01%
+10,764
442
$141K 0.01%
10,650
-487
443
$136K 0.01%
+35,813
444
$135K 0.01%
14,248
+805
445
$132K 0.01%
14,145
-70
446
$126K 0.01%
34,586
+8,349
447
$119K 0.01%
+44,244
448
$112K 0.01%
1,353
-7
449
$104K 0.01%
1,326
450
$102K 0.01%
4,311
+234
16 17
18
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