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
526
$237K 0.01%
+5,952
527
$237K 0.01%
1,812
-1,029
528
$235K 0.01%
+19,533
529
$234K 0.01%
+2,593
530
$231K 0.01%
+6,452
531
$231K 0.01%
+1,662
532
$231K 0.01%
4,883
-547
533
$231K 0.01%
4,999
+29
534
$230K 0.01%
+1,680
535
$228K 0.01%
4,007
+9
536
$228K 0.01%
7,998
+16
537
$227K 0.01%
4,127
+9
538
$227K 0.01%
+3,487
539
$226K 0.01%
+5,862
540
$226K 0.01%
1,698
+4
541
$225K 0.01%
5,486
-9,822
542
$224K 0.01%
6,370
543
$224K 0.01%
4,027
-4,598
544
$223K 0.01%
5,734
-289
545
$222K 0.01%
+1,985
546
$221K 0.01%
+1,175
547
$220K 0.01%
3,424
-864
548
$220K 0.01%
4,518
+26
549
$220K 0.01%
+7,885
550
$218K 0.01%
6,903
-1,118
20 21
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