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
$2.77B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$68.7M
2
+$36M
3
+$10.5M
4
DLR icon
Digital Realty Trust
DLR
+$9.21M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.98M

Top Sells

1
+$9.49M
2
+$6.28M
3
+$5.52M
4
RSG icon
Republic Services
RSG
+$5.29M
5
ABNB icon
Airbnb
ABNB
+$5.02M

Sector Composition

1 Consumer Discretionary 29.39%
2 Technology 22.89%
3 Communication Services 5.02%
4 Financials 2.98%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$283K 0.01%
278
-68
477
$282K 0.01%
37,701
478
$282K 0.01%
1,082
+43
479
$280K 0.01%
5,304
+620
480
$280K 0.01%
9,628
+33
481
$280K 0.01%
+1,786
482
$278K 0.01%
2,077
+32
483
$278K 0.01%
+11,128
484
$276K 0.01%
1,398
-36
485
$276K 0.01%
+10,253
486
$276K 0.01%
+18,751
487
$275K 0.01%
17,575
488
$275K 0.01%
+4,634
489
$274K 0.01%
2,402
-2,291
490
$274K 0.01%
2,928
+30
491
$273K 0.01%
1,172
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492
$272K 0.01%
2,363
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493
$271K 0.01%
+1,590
494
$269K 0.01%
4,967
-3,941
495
$267K 0.01%
+2,809
496
$262K 0.01%
1,060
-1,725
497
$260K 0.01%
+4,558
498
$259K 0.01%
938
+18
499
$259K 0.01%
1,966
+140
500
$259K 0.01%
+14,443
18 19
20
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