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
$858M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$3.71M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$2.32M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.94M

Top Sells

1
+$3.47M
2
+$3.08M
3
+$1.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39M
5
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$1.3M

Sector Composition

1 Consumer Discretionary 19.2%
2 Technology 16.21%
3 Communication Services 3.46%
4 Financials 3.32%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 0.46%
92,579
-85
27
$3.78M 0.44%
20,446
-497
28
$3.69M 0.43%
77,195
+600
29
$3.6M 0.42%
92,645
-26,740
30
$3.59M 0.42%
60,859
+946
31
$3.55M 0.41%
9,743
-573
32
$3.45M 0.4%
25,617
+1,106
33
$3.13M 0.37%
1,903
+24
34
$3M 0.35%
38,330
-10,869
35
$2.89M 0.34%
14,365
-198
36
$2.84M 0.33%
17,007
+1,088
37
$2.81M 0.33%
14,580
-143
38
$2.81M 0.33%
10,642
+562
39
$2.77M 0.32%
24,727
-8,734
40
$2.68M 0.31%
19,262
-76
41
$2.68M 0.31%
33,471
-1,125
42
$2.62M 0.31%
31,168
+462
43
$2.6M 0.3%
40,488
+269
44
$2.53M 0.3%
35,542
+164
45
$2.43M 0.28%
44,372
-1,950
46
$2.39M 0.28%
13,779
-13
47
$2.35M 0.27%
16,837
-2,001
48
$2.33M 0.27%
74,263
-5,228
49
$2.32M 0.27%
46,740
+15,207
50
$2.23M 0.26%
7
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