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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.33M 0.43%
76,672
-848
27
$7.33M 0.43%
200,400
+11
28
$7.17M 0.42%
26,808
+2,298
29
$6.88M 0.4%
318,787
+64,792
30
$6.7M 0.39%
107,723
-9
31
$6.59M 0.39%
38,753
-208
32
$6.14M 0.36%
125,794
+2
33
$5.83M 0.34%
181,064
+49,296
34
$5.55M 0.33%
33,958
-268
35
$5.49M 0.32%
218,415
-3,968
36
$5.33M 0.31%
10,561
+2,137
37
$5.21M 0.31%
62,644
-2,382
38
$5.15M 0.3%
31,547
+1,050
39
$5.01M 0.29%
18,148
+368
40
$4.84M 0.28%
86,676
+1,282
41
$4.82M 0.28%
39,018
+9,627
42
$4.79M 0.28%
21,228
+300
43
$4.65M 0.27%
24,720
+817
44
$4.46M 0.26%
+232,755
45
$4.32M 0.25%
13,144
+1,449
46
$4.21M 0.25%
29,299
-859
47
$4.19M 0.25%
120,001
-872
48
$4.15M 0.24%
39,533
-1,888
49
$4.03M 0.24%
15,674
-134
50
$4.02M 0.24%
55,434
-321
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