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
$1.94B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$10.1M
3
+$6.88M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
AAPL icon
Apple
AAPL
+$3.54M

Top Sells

1
+$9.17M
2
+$2.18M
3
+$1.6M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.41M

Sector Composition

1 Consumer Discretionary 33.7%
2 Technology 16.62%
3 Communication Services 9.92%
4 Financials 2.69%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$32K ﹤0.01%
10,000
477
$28K ﹤0.01%
12,350
+2,350
478
$18K ﹤0.01%
1,001
479
$15K ﹤0.01%
+4,000
480
$8K ﹤0.01%
200
481
– –
-5,065
482
– –
-2,778
483
– –
-4,478
484
– –
-1,843
485
– –
-4,694
486
– –
-991
487
– –
-24,702
488
– –
-4,050
489
– –
-6,079
490
– –
-2,405
491
– –
-14,776
492
– –
-10,000
493
– –
-2,502
494
– –
-6,939
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