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
426
$272K 0.01%
7,677
+2
427
$272K 0.01%
40,557
+543
428
$271K 0.01%
17,574
+30
429
$271K 0.01%
+4,291
430
$270K 0.01%
+7,618
431
$269K 0.01%
22,728
+2,361
432
$266K 0.01%
37,540
+164
433
$264K 0.01%
+6,366
434
$264K 0.01%
4,211
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435
$260K 0.01%
1,788
+52
436
$259K 0.01%
2,403
+25
437
$259K 0.01%
10,947
+603
438
$259K 0.01%
7,528
+78
439
$256K 0.01%
+7,506
440
$256K 0.01%
7,630
-5,978
441
$255K 0.01%
+5,092
442
$255K 0.01%
+1,231
443
$255K 0.01%
1,811
-60
444
$255K 0.01%
4,255
-4,645
445
$254K 0.01%
3,384
-1,782
446
$254K 0.01%
3,991
-139
447
$253K 0.01%
9,545
-649
448
$249K 0.01%
12,019
+1,961
449
$249K 0.01%
+4,388
450
$248K 0.01%
8,120
+30
16 17
18
19 20