BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.46B
AUM Growth
+$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$81.2M
3
+$17.9M
4
PFE icon
Pfizer
PFE
+$16.8M
5
AAPL icon
Apple
AAPL
+$16.3M

Top Sells

1
+$7.76M
2
+$1.86M
3
+$1.66M
4
SYY icon
Sysco
SYY
+$1.64M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M

Sector Composition

1 Consumer Discretionary 29.06%
2 Technology 22.8%
3 Communication Services 4.41%
4 Financials 4.08%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$435K 0.01%
+5,448
427
$432K 0.01%
15,407
+286
428
$430K 0.01%
6,607
-6
429
$429K 0.01%
2,762
+28
430
$429K 0.01%
+1,121
431
$429K 0.01%
1,368
+61
432
$428K 0.01%
7,572
+3,730
433
$424K 0.01%
3,941
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434
$424K 0.01%
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435
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19,908
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436
$419K 0.01%
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437
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438
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6,439
-1
439
$413K 0.01%
777
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440
$411K 0.01%
11,578
+105
441
$411K 0.01%
6,696
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442
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443
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6,228
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445
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1,770
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446
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1,943
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447
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448
$400K 0.01%
1,706
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449
$398K 0.01%
+9,209
450
$398K 0.01%
16,475
-19,766
16 17
18
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