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
576
$257K 0.01%
1,554
-5
577
$257K 0.01%
4,456
578
$255K 0.01%
6,316
-125
579
$255K 0.01%
1,003
-516
580
$255K 0.01%
2,419
-628
581
$253K 0.01%
1,119
+27
582
$253K 0.01%
11,401
+1,128
583
$252K 0.01%
30,714
+3,125
584
$252K 0.01%
12,972
+890
585
$252K 0.01%
+3,605
586
$250K 0.01%
+984
587
$249K 0.01%
+9,847
588
$248K 0.01%
24,711
+5,018
589
$246K 0.01%
+3,498
590
$246K 0.01%
417
+26
591
$246K 0.01%
+126
592
$244K 0.01%
300
-26
593
$244K 0.01%
+2,959
594
$244K 0.01%
+5,851
595
$243K 0.01%
2,059
-186
596
$243K 0.01%
+3,750
597
$241K 0.01%
4,085
+23
598
$241K 0.01%
4,407
-179
599
$239K 0.01%
+2,190
600
$236K 0.01%
8,333
22 23
24
25 26