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
551
$218K 0.01%
+1,952
552
$217K 0.01%
+651
553
$216K 0.01%
+443
554
$216K 0.01%
3,288
-218
555
$216K 0.01%
6,822
+95
556
$216K 0.01%
+5,740
557
$215K 0.01%
11,092
-60
558
$214K 0.01%
+1,439
559
$214K 0.01%
10,274
+260
560
$214K 0.01%
783
-181
561
$213K 0.01%
+1,434
562
$211K 0.01%
+4,213
563
$210K 0.01%
+1,670
564
$209K 0.01%
+8,621
565
$209K 0.01%
+8,477
566
$208K 0.01%
+1,270
567
$208K 0.01%
5,523
-1,800
568
$207K 0.01%
+2,520
569
$206K 0.01%
+8,252
570
$206K 0.01%
+1,943
571
$206K 0.01%
+6,236
572
$205K 0.01%
13,106
-163
573
$205K 0.01%
+2,419
574
$205K 0.01%
+3,959
575
$204K 0.01%
2,415
-196
21 22
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