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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.4M 0.62%
124,040
+3,787
27
$19.2M 0.62%
234,790
-1,670
28
$18.6M 0.6%
36,180
+1,656
29
$18.5M 0.59%
39,492
+1,144
30
$18.4M 0.59%
150,485
-1,812
31
$18.3M 0.59%
118,562
+8,232
32
$18.2M 0.58%
32,438
+31,987
33
$17.1M 0.55%
85,848
-1,884
34
$16.8M 0.54%
661,719
-4,599
35
$16.7M 0.53%
169,778
-6,944
36
$16.2M 0.52%
136,290
+6,550
37
$15.5M 0.5%
590,989
+22,232
38
$15.3M 0.49%
29,291
-14,958
39
$13.2M 0.42%
511,128
+23,775
40
$12.5M 0.4%
245,792
+2,170
41
$12.5M 0.4%
50,920
+2,188
42
$12.2M 0.39%
121,527
+73,577
43
$11.8M 0.38%
270,291
-85,247
44
$11.6M 0.37%
303,430
-4,738
45
$10.9M 0.35%
77,969
-75,611
46
$10.3M 0.33%
40,158
+121
47
$10.2M 0.33%
71,385
+873
48
$9.67M 0.31%
26,383
-535
49
$9.03M 0.29%
29,000
+1,532
50
$9.01M 0.29%
105,971
+1,447
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