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
451
$102K 0.01%
+12,395
452
$98K 0.01%
10,000
453
$98K 0.01%
10,000
454
$95K 0.01%
+10,011
455
$88K 0.01%
9,920
+780
456
$87K 0.01%
35,512
+2,071
457
$76K ﹤0.01%
30,001
+1
458
$63K ﹤0.01%
11,765
459
$62K ﹤0.01%
1,230
460
$60K ﹤0.01%
13,091
461
$51K ﹤0.01%
+2,539
462
$50K ﹤0.01%
+1,182
463
$49K ﹤0.01%
502
464
$46K ﹤0.01%
12,793
-99
465
$44K ﹤0.01%
16,042
-22,961
466
$41K ﹤0.01%
16,080
+22
467
$35K ﹤0.01%
390
+23
468
$28K ﹤0.01%
+11,128
469
$21K ﹤0.01%
1,900
-50
470
$18K ﹤0.01%
1,667
471
$11K ﹤0.01%
2,333
472
$8K ﹤0.01%
1,001
473
$8K ﹤0.01%
200
474
$8K ﹤0.01%
333
-334
475
– –
-8,108
17 18
19
20 21