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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.77M 0.46%
287,507
+69,092
27
$7.37M 0.44%
51,333
+12,580
28
$7.15M 0.43%
105,975
-1,748
29
$7.02M 0.42%
124,264
-1,530
30
$6.98M 0.42%
59,639
-3,005
31
$6.64M 0.4%
75,307
-1,365
32
$6.54M 0.39%
171,880
-28,520
33
$6.27M 0.37%
11,827
+1,266
34
$5.97M 0.36%
22,404
-4,404
35
$5.95M 0.36%
34,150
+192
36
$5.89M 0.35%
18,649
+501
37
$5.71M 0.34%
32,320
+773
38
$5.71M 0.34%
86,483
-193
39
$5.49M 0.33%
20,911
-317
40
$5.43M 0.32%
251,422
+44,881
41
$5.42M 0.32%
38,599
-419
42
$5.18M 0.31%
42,081
-4,530
43
$5.04M 0.3%
24,715
-5
44
$4.96M 0.3%
220,760
+182,185
45
$4.93M 0.29%
180,500
-564
46
$4.67M 0.28%
21,799
+13,625
47
$4.65M 0.28%
55,470
+36
48
$4.62M 0.28%
89,371
+2,812
49
$4.6M 0.27%
121,305
+1,304
50
$4.52M 0.27%
12,857
-287
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