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
$1.98B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.11M
3
+$5.43M
4
RSG icon
Republic Services
RSG
+$4.21M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.47M

Top Sells

1
+$61.4M
2
+$4.14M
3
+$1.48M
4
AAPL icon
Apple
AAPL
+$1.46M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.4M

Sector Composition

1 Consumer Discretionary 28.34%
2 Technology 21.86%
3 Communication Services 4.8%
4 Healthcare 3.04%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 0.51%
29,520
+2,711
27
$9.88M 0.5%
384,036
28
$9.76M 0.49%
26,429
+3,636
29
$9.72M 0.49%
236,694
-15,075
30
$9.31M 0.47%
52,922
+739
31
$9.31M 0.47%
381,815
+291,516
32
$9.12M 0.46%
379,145
+51,502
33
$8.77M 0.44%
118,249
+4
34
$8.49M 0.43%
15,773
+687
35
$7.56M 0.38%
37,305
+3,376
36
$7.44M 0.38%
319,372
+24,225
37
$7.42M 0.37%
101,580
-2,665
38
$7.36M 0.37%
25,633
+563
39
$7.32M 0.37%
124,054
+430
40
$7.26M 0.37%
86,741
+138
41
$7.04M 0.35%
63,798
-6,711
42
$6.88M 0.35%
14,319
+138
43
$6.25M 0.32%
15,354
+909
44
$6.11M 0.31%
39,885
+27,466
45
$6.02M 0.3%
36,344
+851
46
$5.92M 0.3%
252,489
+35,405
47
$5.9M 0.3%
18,986
+126
48
$5.88M 0.3%
27,844
+241
49
$5.81M 0.29%
40,907
+1,157
50
$5.77M 0.29%
44,984
+754
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