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
601
$235K 0.01%
4,331
-319
602
$234K 0.01%
2,920
-359
603
$233K 0.01%
+5,310
604
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605
$229K 0.01%
6,926
+158
606
$226K 0.01%
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607
$226K 0.01%
1,769
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608
$225K 0.01%
4,553
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6,887
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610
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611
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612
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613
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120
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614
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615
$223K 0.01%
2,808
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616
$222K 0.01%
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617
$222K 0.01%
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620
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2,860
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623
$218K 0.01%
10,142
+273
624
$218K 0.01%
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625
$217K 0.01%
1,144
-132
23 24
25
26 27