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
$2.71B
AUM Growth
-$1.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,026
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.2M
3
+$12.6M
4
FIG
Figma
FIG
+$12.2M
5
SBUX icon
Starbucks
SBUX
+$9.04M

Top Sells

1
+$48.5M
2
+$38.5M
3
+$38.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.3M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$31.2M

Sector Composition

1 Consumer Discretionary 35.55%
2 Technology 23.66%
3 Communication Services 4.73%
4 Financials 1.29%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBB icon
551
iShares Biotechnology ETF
IBB
$8.67B
– –
-1,418
IBIT icon
552
iShares Bitcoin Trust
IBIT
$61.9B
– –
-14,099
IBM icon
553
IBM
IBM
$238B
– –
-25,229
IR icon
554
Ingersoll Rand
IR
$33.6B
– –
-3,205
IRM icon
555
Iron Mountain
IRM
$35.1B
– –
-2,134
IRWD icon
556
Ironwood Pharmaceuticals
IRWD
$722M
– –
-33,071
ISHG icon
557
iShares 1-3 Year International Treasury Bond ETF
ISHG
$757M
– –
-2,702
ISRG icon
558
Intuitive Surgical
ISRG
$167B
– –
-4,860
IT icon
559
Gartner
IT
$10.4B
– –
-4,562
ITW icon
560
Illinois Tool Works
ITW
$78.4B
– –
-6,219
IUSV icon
561
iShares Core S&P US Value ETF
IUSV
$25.3B
– –
-3,088
IUSG icon
562
iShares Core S&P US Growth ETF
IUSG
$29.6B
– –
-12,941
IVE icon
563
iShares S&P 500 Value ETF
IVE
$48.7B
– –
-12,816
IVLU icon
564
iShares MSCI Intl Value Factor ETF
IVLU
$4.03B
– –
-22,385
IVV icon
565
iShares Core S&P 500 ETF
IVV
$783B
– –
-46,836
IVW icon
566
iShares S&P 500 Growth ETF
IVW
$69.2B
– –
-54,045
IVZ icon
567
Invesco
IVZ
$11B
– –
-41,802
IWD icon
568
iShares Russell 1000 Value ETF
IWD
$74.8B
– –
-34,090
IWF icon
569
iShares Russell 1000 Growth ETF
IWF
$125B
– –
-82,073
IWM icon
570
iShares Russell 2000 ETF
IWM
$77.4B
– –
-85,438
IWN icon
571
iShares Russell 2000 Value ETF
IWN
$13.3B
– –
-4,973
IWO icon
572
iShares Russell 2000 Growth ETF
IWO
$13.7B
– –
-10,475
IWP icon
573
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
– –
-17,351
IWS icon
574
iShares Russell Mid-Cap Value ETF
IWS
$15B
– –
-20,599
IWV icon
575
iShares Russell 3000 ETF
IWV
$18.8B
– –
-82,343
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