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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.75M
3
+$5M
4
SOFI icon
SoFi Technologies
SOFI
+$4.26M
5
AAPL icon
Apple
AAPL
+$2.68M

Top Sells

1
+$26.4M
2
+$2.57M
3
+$2.52M
4
TSLA icon
Tesla
TSLA
+$1.66M
5
COST icon
Costco
COST
+$1.23M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-3,270
502
– –
-9,952
503
– –
-2,881
504
– –
-618
505
– –
-10,764
506
– –
-1,919
507
– –
-2,785
17 18 19 20
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