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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.26%
11,078
-133
52
$2.13M 0.26%
26,317
-3,192
53
$2.12M 0.26%
65,895
+2,058
54
$2.11M 0.26%
7
55
$2.09M 0.25%
18,838
+3,751
56
$2.06M 0.25%
181,434
+9,132
57
$2.02M 0.24%
41,717
-4,258
58
$1.97M 0.24%
39,457
-12,986
59
$1.96M 0.24%
7,342
-1,024
60
$1.91M 0.23%
32,400
+6,740
61
$1.89M 0.23%
9,947
+51
62
$1.8M 0.22%
14,605
+258
63
$1.73M 0.21%
72,891
+3,940
64
$1.71M 0.21%
13,291
+347
65
$1.7M 0.21%
42,293
-6,616
66
$1.7M 0.21%
19,596
+8
67
$1.7M 0.21%
13,749
+190
68
$1.7M 0.21%
15,003
-2,466
69
$1.67M 0.2%
12,356
-32
70
$1.66M 0.2%
15,381
+2,996
71
$1.64M 0.2%
10,709
+91
72
$1.64M 0.2%
31,533
-16,199
73
$1.57M 0.19%
15,758
-496
74
$1.55M 0.19%
8,909
-271
75
$1.5M 0.18%
13,784
+2,271
1 2
3
4 5