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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.75M
3
+$5M
4
SOFI icon
SoFi Technologies
SOFI
+$4.26M
5
AAPL icon
Apple
AAPL
+$2.68M

Top Sells

1
+$26.4M
2
+$2.57M
3
+$2.52M
4
TSLA icon
Tesla
TSLA
+$1.66M
5
COST icon
Costco
COST
+$1.23M

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
451
$57K ﹤0.01%
30,002
+1
452
$52K ﹤0.01%
1,326
453
$50K ﹤0.01%
13,185
+392
454
$46K ﹤0.01%
17,548
+1,468
455
$40K ﹤0.01%
502
456
$35K ﹤0.01%
2,621
+82
457
$35K ﹤0.01%
+2,585
458
$22K ﹤0.01%
1,900
459
$22K ﹤0.01%
1,230
460
$21K ﹤0.01%
390
461
$15K ﹤0.01%
+11,737
462
$11K ﹤0.01%
1,667
463
$10K ﹤0.01%
+10,000
464
$7K ﹤0.01%
333
465
$6K ﹤0.01%
1,001
466
$6K ﹤0.01%
200
467
– –
-2,333
468
– –
-4,311
469
– –
-3,531
470
– –
-14,336
471
– –
-7,849
472
– –
-7,173
473
– –
-51,252
474
– –
-9,009
475
– –
-5,730
17 18
19
20 21