BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
-$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.44M
3
+$4.16M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.92M

Top Sells

1
+$6.63M
2
+$2.7M
3
+$1.26M
4
DOCU
DocuSign
DOCU
+$1.16M
5
CHTR icon
Charter Communications
CHTR
+$862K

Sector Composition

1 Consumer Discretionary 33.01%
2 Technology 17.42%
3 Communication Services 9.05%
4 Financials 3.05%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$66K ﹤0.01%
+2,618
477
$62K ﹤0.01%
667
478
$61K ﹤0.01%
1,200
479
$48K ﹤0.01%
2,231
480
$47K ﹤0.01%
+12,899
481
$38K ﹤0.01%
3,000
482
$27K ﹤0.01%
+11,085
483
$24K ﹤0.01%
38,236
+5,577
484
$24K ﹤0.01%
10,000
485
$17K ﹤0.01%
1,001
486
$17K ﹤0.01%
12,350
487
$13K ﹤0.01%
200
488
– –
-7,067
489
– –
-5,337
490
– –
-3,841
491
– –
-4,722
492
– –
-4,182
493
– –
-1,323
494
– –
-873
495
– –
-7,002
496
– –
-2,093
497
– –
-1,230
498
– –
-10,891
499
– –
-1,195
500
– –
-775
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