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
$825M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$2.79M
3
+$1.32M
4
FIVE icon
Five Below
FIVE
+$652K
5
NKE icon
Nike
NKE
+$574K

Top Sells

1
+$15.1M
2
+$2.47M
3
+$1.98M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Sector Composition

1 Consumer Discretionary 25.92%
2 Technology 11.26%
3 Communication Services 3.44%
4 Healthcare 3.28%
5 Financials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 0.49%
18,340
+5,983
27
$4.02M 0.49%
75,341
+9,509
28
$3.6M 0.44%
76,049
-598
29
$3.31M 0.4%
26,973
-213
30
$3.06M 0.37%
50,366
-1,659
31
$3M 0.36%
16,070
-1,037
32
$2.83M 0.34%
14,717
+1,437
33
$2.8M 0.34%
69,997
-1,149
34
$2.76M 0.33%
17,835
+1,568
35
$2.69M 0.33%
19,231
+330
36
$2.66M 0.32%
24,838
+1,132
37
$2.6M 0.32%
13,731
+702
38
$2.46M 0.3%
16,674
+1,468
39
$2.27M 0.28%
27,139
+215
40
$2.13M 0.26%
18,685
-722
41
$2.13M 0.26%
36,776
-96
42
$2.04M 0.25%
32,618
+9,171
43
$1.95M 0.24%
18,162
-1,277
44
$1.9M 0.23%
6,435
-94
45
$1.89M 0.23%
23,180
+943
46
$1.88M 0.23%
31,098
-2,248
47
$1.85M 0.22%
38,459
-5,677
48
$1.84M 0.22%
20,651
-134
49
$1.77M 0.21%
24,531
+1,399
50
$1.76M 0.21%
39,261
+5,686
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