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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$306K 0.01%
3,511
+677
527
$303K 0.01%
3,891
+111
528
$301K 0.01%
1,815
+102
529
$301K 0.01%
1,322
+138
530
$299K 0.01%
7,605
+69
531
$299K 0.01%
303
-17
532
$299K 0.01%
34,298
+4,115
533
$295K 0.01%
8,145
+127
534
$293K 0.01%
4,252
+82
535
$293K 0.01%
1,187
+4
536
$292K 0.01%
2,451
+4
537
$290K 0.01%
+527
538
$289K 0.01%
3,429
+494
539
$289K 0.01%
6,335
+475
540
$289K 0.01%
11,864
+567
541
$289K 0.01%
1,266
-29
542
$288K 0.01%
1,803
+198
543
$288K 0.01%
9,250
-143
544
$287K 0.01%
+7,652
545
$286K 0.01%
9,769
-840
546
$286K 0.01%
37,701
547
$285K 0.01%
12,950
-23,035
548
$284K 0.01%
2,085
549
$283K 0.01%
+4,855
550
$282K 0.01%
3,098
+87
20 21
22
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