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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 0.46%
49,199
+34,565
27
$3.76M 0.46%
52,167
+6,578
28
$3.71M 0.45%
92,664
+2,177
29
$3.7M 0.45%
+60,869
30
$3.69M 0.45%
20,943
+480
31
$3.57M 0.43%
59,913
-600
32
$3.48M 0.42%
76,595
-187
33
$3.46M 0.42%
112,096
+7,921
34
$3.39M 0.41%
33,461
+7,971
35
$3.34M 0.4%
64,588
+60,318
36
$3.18M 0.39%
24,511
37
$2.86M 0.35%
14,563
-1,143
38
$2.75M 0.33%
34,596
+1,432
39
$2.7M 0.33%
19,338
-689
40
$2.62M 0.32%
82,476
-80,000
41
$2.59M 0.31%
30,706
+8,256
42
$2.56M 0.31%
15,919
+134
43
$2.55M 0.31%
79,491
+34,470
44
$2.5M 0.3%
46,322
+8,715
45
$2.45M 0.3%
14,723
-629
46
$2.44M 0.3%
10,080
-160
47
$2.4M 0.29%
35,378
-1,860
48
$2.34M 0.28%
39,900
+9,420
49
$2.19M 0.26%
+40,219
50
$2.15M 0.26%
13,792
+119
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