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
$1.98B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.11M
3
+$5.43M
4
RSG icon
Republic Services
RSG
+$4.21M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.47M

Top Sells

1
+$61.4M
2
+$4.14M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$1.46M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.4M

Sector Composition

1 Consumer Discretionary 28.34%
2 Technology 21.86%
3 Communication Services 4.8%
4 Healthcare 3.04%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$245K 0.01%
310
-73
452
$244K 0.01%
2,763
+89
453
$243K 0.01%
+7,448
454
$240K 0.01%
+2,313
455
$240K 0.01%
2,191
-637
456
$240K 0.01%
+2,962
457
$239K 0.01%
2,708
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458
$238K 0.01%
8,084
+182
459
$238K 0.01%
3,630
-393
460
$237K 0.01%
+3,318
461
$237K 0.01%
1,280
+38
462
$235K 0.01%
37
-2
463
$235K 0.01%
12,763
-2,130
464
$235K 0.01%
3,887
+186
465
$231K 0.01%
+1,902
466
$231K 0.01%
3,056
+386
467
$230K 0.01%
5,676
-5,264
468
$230K 0.01%
10,621
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469
$229K 0.01%
10,642
470
$227K 0.01%
3,031
+81
471
$226K 0.01%
1,928
-214
472
$225K 0.01%
+6,440
473
$225K 0.01%
13,492
+1,317
474
$224K 0.01%
+8,037
475
$224K 0.01%
286
-44
17 18
19
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