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
426
$199K 0.01%
8,333
427
$188K 0.01%
24,859
+626
428
$188K 0.01%
32,753
-1
429
$178K 0.01%
18,082
+2,943
430
$177K 0.01%
13,455
-100
431
$174K 0.01%
1,378
+25
432
$170K 0.01%
10,642
+49
433
$170K 0.01%
10,761
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434
$169K 0.01%
53,540
+37,498
435
$164K 0.01%
+13,837
436
$138K 0.01%
15,132
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437
$136K 0.01%
11,351
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438
$116K 0.01%
+61,766
439
$114K 0.01%
34,586
440
$99K 0.01%
16,989
+4,594
441
$99K 0.01%
10,000
442
$98K 0.01%
10,000
443
$93K 0.01%
43,961
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444
$91K 0.01%
14,268
+4,348
445
$90K 0.01%
36,585
+1,073
446
$89K 0.01%
11,765
447
$83K ﹤0.01%
+43,352
448
$72K ﹤0.01%
1,182
449
$69K ﹤0.01%
14,145
450
$63K ﹤0.01%
27,819
+16,691
16 17
18
19 20