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
551
$282K 0.01%
4,967
552
$280K 0.01%
+5,480
553
$280K 0.01%
668
+31
554
$279K 0.01%
6,294
+143
555
$279K 0.01%
9,755
+46
556
$278K 0.01%
6,659
+48
557
$278K 0.01%
1,354
+86
558
$277K 0.01%
4,176
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559
$276K 0.01%
2,026
+196
560
$275K 0.01%
3,076
+64
561
$275K 0.01%
+4,691
562
$274K 0.01%
2,967
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563
$274K 0.01%
6,298
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564
$272K 0.01%
13,266
+36
565
$271K 0.01%
3,437
-78
566
$271K 0.01%
4,888
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567
$270K 0.01%
1,314
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568
$270K 0.01%
4,106
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569
$269K 0.01%
+475
570
$268K 0.01%
3,286
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571
$267K 0.01%
4,666
+559
572
$267K 0.01%
4,530
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573
$266K 0.01%
+1,318
574
$265K 0.01%
9,742
-5,665
575
$264K 0.01%
2,344
+31
21 22
23
24 25