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
$825M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$2.79M
3
+$1.32M
4
FIVE icon
Five Below
FIVE
+$652K
5
NKE icon
Nike
NKE
+$574K

Top Sells

1
+$15.1M
2
+$2.47M
3
+$1.98M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.94M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M

Sector Composition

1 Consumer Discretionary 25.92%
2 Technology 11.26%
3 Communication Services 3.44%
4 Healthcare 3.28%
5 Financials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.21%
32,603
+2,086
52
$1.74M 0.21%
20,835
-4,559
53
$1.71M 0.21%
13,721
-522
54
$1.71M 0.21%
9,738
+208
55
$1.7M 0.21%
11,580
+255
56
$1.69M 0.2%
44,545
+615
57
$1.69M 0.2%
14,134
+89
58
$1.65M 0.2%
8,402
-243
59
$1.64M 0.2%
20,746
+3,435
60
$1.63M 0.2%
55,273
-6,338
61
$1.61M 0.2%
14,749
+1,570
62
$1.59M 0.19%
12,721
+2,282
63
$1.59M 0.19%
13,960
-286
64
$1.53M 0.19%
6,547
+57
65
$1.52M 0.18%
9,920
-3,356
66
$1.51M 0.18%
11,413
+61
67
$1.49M 0.18%
31,522
-4,752
68
$1.49M 0.18%
5
69
$1.47M 0.18%
27,307
-202
70
$1.46M 0.18%
70,440
-1,575
71
$1.46M 0.18%
27,920
-5,040
72
$1.44M 0.17%
15,273
+26
73
$1.41M 0.17%
26,820
-6,600
74
$1.4M 0.17%
18,179
+431
75
$1.4M 0.17%
36,432
-6,273
1 2
3
4 5