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
426
$208K 0.01%
2,650
-993
427
$207K 0.01%
+1,939
428
$206K 0.01%
+799
429
$205K 0.01%
+8,676
430
$205K 0.01%
+1,183
431
$203K 0.01%
13,455
432
$203K 0.01%
+3,078
433
$203K 0.01%
2,034
-283
434
$202K 0.01%
+5,475
435
$202K 0.01%
+150
436
$202K 0.01%
+8,055
437
$201K 0.01%
+13,205
438
$200K 0.01%
+3,252
439
$200K 0.01%
+6,380
440
$200K 0.01%
+584
441
$197K 0.01%
25,751
-8,107
442
$191K 0.01%
1,378
443
$187K 0.01%
99,707
+71,888
444
$176K 0.01%
156,360
-576
445
$166K 0.01%
8,333
446
$166K 0.01%
2,840
-784
447
$157K 0.01%
58,438
-14,240
448
$151K 0.01%
+10,207
449
$142K 0.01%
15,428
+296
450
$141K 0.01%
62,306
+8,766
16 17
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