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
626
$217K 0.01%
7,433
+50
627
$216K 0.01%
+4,709
628
$216K 0.01%
3,642
-1,302
629
$215K 0.01%
2,881
-1,419
630
$214K 0.01%
+1,181
631
$214K 0.01%
1,892
-44
632
$213K 0.01%
24,791
+188
633
$213K 0.01%
5,227
-517
634
$213K 0.01%
+5,200
635
$211K 0.01%
+5,653
636
$211K 0.01%
+1,633
637
$211K 0.01%
1,647
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638
$210K 0.01%
1,803
+138
639
$210K 0.01%
12,082
+109
640
$210K 0.01%
1,998
-1,309
641
$210K 0.01%
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642
$210K 0.01%
20,377
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643
$209K 0.01%
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644
$208K 0.01%
8,307
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645
$208K 0.01%
2,575
-641
646
$207K 0.01%
3,047
-2,070
647
$207K 0.01%
+4,498
648
$206K 0.01%
+2,145
649
$206K 0.01%
+537
650
$206K 0.01%
+969
24 25
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