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

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

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
– –
-6,782
468
– –
-488
469
– –
-14,336
470
– –
-7,849
471
– –
-7,173
472
– –
-51,252
473
– –
-9,009
474
– –
-5,730
475
– –
-2,013
17 18
19
20 21