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
476
$223K 0.01%
4,334
-365
477
$223K 0.01%
4,914
+27
478
$223K 0.01%
+2,941
479
$221K 0.01%
2,193
+11
480
$221K 0.01%
754
+17
481
$221K 0.01%
+493
482
$221K 0.01%
6,294
+547
483
$220K 0.01%
+4,428
484
$220K 0.01%
2,070
-3
485
$220K 0.01%
5,703
-551
486
$219K 0.01%
2,462
+24
487
$218K 0.01%
4,448
+374
488
$217K 0.01%
6,016
-1,657
489
$216K 0.01%
7,188
-315
490
$216K 0.01%
3,707
-3,037
491
$215K 0.01%
1,531
-42
492
$215K 0.01%
5,989
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493
$215K 0.01%
+647
494
$214K 0.01%
181
-99
495
$213K 0.01%
+3,800
496
$213K 0.01%
2,602
+8
497
$211K 0.01%
1,096
-359
498
$209K 0.01%
+850
499
$209K 0.01%
8,241
-209
500
$206K 0.01%
+2,159
18 19
20
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