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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$5.32M
3 +$3.34M
4
ABNB icon
Airbnb
ABNB
+$3.15M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.16M

Top Sells

1 +$7.85M
2 +$2.44M
3 +$1.84M
4
AVLR
Avalara, Inc.
AVLR
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.31M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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