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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.61M 0.39%
62,362
-102
27
$5.43M 0.38%
123,137
-1,138
28
$5.1M 0.35%
32,624
+469
29
$5.01M 0.35%
19,133
-577
30
$4.94M 0.34%
19,646
+188
31
$4.89M 0.34%
66,700
+1,240
32
$4.82M 0.33%
13,585
+2,626
33
$4.82M 0.33%
21,338
+685
34
$4.78M 0.33%
84,099
+6,552
35
$4.57M 0.32%
36,378
+5,432
36
$4.13M 0.29%
27,758
+2,289
37
$3.88M 0.27%
13,985
+585
38
$3.75M 0.26%
81,179
+449
39
$3.72M 0.26%
21,097
+156
40
$3.46M 0.24%
66,245
+3,022
41
$3.16M 0.22%
11,364
+1,472
42
$3.13M 0.22%
13,140
-323
43
$3.01M 0.21%
34,832
+2,198
44
$3M 0.21%
24,200
+572
45
$2.9M 0.2%
17,480
+7,523
46
$2.88M 0.2%
13,026
+10
47
$2.81M 0.19%
14,073
+789
48
$2.74M 0.19%
10,784
+1,352
49
$2.68M 0.19%
5,471
+344
50
$2.58M 0.18%
26,803
+1,387
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