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
501
$206K 0.01%
+10,928
502
$205K 0.01%
+49,261
503
$205K 0.01%
+3,794
504
$205K 0.01%
+2,701
505
$205K 0.01%
+2,538
506
$204K 0.01%
+1,221
507
$203K 0.01%
+6,878
508
$203K 0.01%
1,675
-135
509
$201K 0.01%
+3,988
510
$200K 0.01%
+6,868
511
$195K 0.01%
31,903
+17,635
512
$193K 0.01%
15,539
-99
513
$193K 0.01%
11,734
-179
514
$189K 0.01%
13,575
+120
515
$180K 0.01%
11,771
+12
516
$176K 0.01%
10,914
-14,289
517
$174K 0.01%
17,402
-20,609
518
$160K 0.01%
+20,542
519
$148K 0.01%
15,822
-16
520
$143K 0.01%
13,249
-9,000
521
$141K 0.01%
11,084
+41
522
$137K 0.01%
99,383
-324
523
$135K 0.01%
8,333
524
$126K 0.01%
2,791
+43
525
$117K 0.01%
16,925
+153
19 20
21
22 23