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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$126K 0.01%
+11,107
452
$123K 0.01%
+10,358
453
$123K 0.01%
46,092
+11,506
454
$122K 0.01%
11,765
455
$105K 0.01%
16,285
-9,588
456
$100K 0.01%
10,000
457
$90.5K 0.01%
10,113
-7,969
458
$83.1K 0.01%
44,676
+8,091
459
$65.6K ﹤0.01%
14,268
460
$61K ﹤0.01%
14,391
-2,598
461
$58.3K ﹤0.01%
12,646
-661,093
462
$53K ﹤0.01%
14,145
463
$51.9K ﹤0.01%
12,697
-488
464
$50.3K ﹤0.01%
15,623
-1,925
465
$45K ﹤0.01%
61,766
466
$43.1K ﹤0.01%
1,182
467
$37.5K ﹤0.01%
30,000
-2
468
$33K ﹤0.01%
2,528
-57
469
$29.1K ﹤0.01%
502
470
$28.5K ﹤0.01%
1,900
471
$13K ﹤0.01%
1,667
472
$9.14K ﹤0.01%
1,326
473
$5.54K ﹤0.01%
1,230
474
$3.85K ﹤0.01%
1,000
-1
475
– –
-5,803
17 18
19
20 21