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
$931M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.44M
3
+$3.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$2.11M
4
DOCU icon
DocuSign
DOCU
+$1.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.27M

Sector Composition

1 Consumer Discretionary 19.87%
2 Technology 17.53%
3 Financials 3.72%
4 Communication Services 3.56%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.98M 0.43%
88,404
-5,734
27
$3.96M 0.43%
67,041
+3,877
28
$3.94M 0.42%
+132,548
29
$3.93M 0.42%
24,146
+14,023
30
$3.84M 0.41%
93,360
+1,495
31
$3.71M 0.4%
18,100
-384
32
$3.69M 0.4%
25,284
+5,247
33
$3.6M 0.39%
20,227
+167
34
$3.47M 0.37%
24,908
+1,079
35
$3.39M 0.36%
33,442
-2,305
36
$3.38M 0.36%
10,373
+727
37
$3.32M 0.36%
11,302
+596
38
$3.3M 0.35%
40,712
+36,017
39
$3.14M 0.34%
37,399
-1,720
40
$3.11M 0.33%
243,739
+203,489
41
$2.98M 0.32%
13,903
-166
42
$2.85M 0.31%
32,863
-376
43
$2.71M 0.29%
35,486
+12
44
$2.67M 0.29%
18,451
+1,165
45
$2.63M 0.28%
14,005
+370
46
$2.51M 0.27%
37,540
+4,520
47
$2.46M 0.26%
11,263
+867
48
$2.38M 0.26%
7
49
$2.38M 0.26%
14,337
+1,406
50
$2.37M 0.26%
46,084
+4,269
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2
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