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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.3M 0.42%
26,730
-5,859
27
$6.97M 0.4%
107,732
+10
28
$6.9M 0.4%
200,389
+439
29
$6.87M 0.4%
24,510
+3,813
30
$6.87M 0.4%
125,792
+211
31
$6.65M 0.38%
65,026
-1,067
32
$6.13M 0.36%
253,995
+82,093
33
$5.9M 0.34%
34,226
-1,701
34
$5.88M 0.34%
222,383
+51,809
35
$5.47M 0.32%
146,187
-34
36
$5.42M 0.31%
38,961
+7,796
37
$5.41M 0.31%
30,497
-1,875
38
$5.09M 0.29%
20,928
-337
39
$4.98M 0.29%
30,158
+2,897
40
$4.88M 0.28%
17,780
+1,606
41
$4.85M 0.28%
120,873
-226
42
$4.71M 0.27%
23,903
-940
43
$4.69M 0.27%
85,394
-378
44
$4.49M 0.26%
55,755
+278
45
$4.39M 0.25%
15,808
+899
46
$4.33M 0.25%
8,424
+858
47
$4.21M 0.24%
81,528
-13,830
48
$4.14M 0.24%
28,527
+187
49
$4.06M 0.23%
11,695
-270
50
$3.94M 0.23%
183,831
+8,511
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