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
$858M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$3.71M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$2.32M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.94M

Top Sells

1
+$3.47M
2
+$3.08M
3
+$1.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39M
5
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$1.3M

Sector Composition

1 Consumer Discretionary 19.2%
2 Technology 16.21%
3 Communication Services 3.46%
4 Financials 3.32%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 0.26%
10,540
-538
52
$2.18M 0.25%
185,712
+4,278
53
$2.14M 0.25%
7,266
-76
54
$2.08M 0.24%
38,380
-1,520
55
$1.96M 0.23%
41,499
-218
56
$1.95M 0.23%
25,476
-841
57
$1.94M 0.23%
63,837
-2,058
58
$1.94M 0.23%
15,238
+1,489
59
$1.94M 0.23%
+65,531
60
$1.94M 0.23%
38,780
-677
61
$1.89M 0.22%
62,476
-20,000
62
$1.82M 0.21%
9,854
-93
63
$1.77M 0.21%
11,324
+615
64
$1.77M 0.21%
15,997
+616
65
$1.77M 0.21%
15,325
+322
66
$1.75M 0.2%
14,083
-522
67
$1.73M 0.2%
19,445
-151
68
$1.71M 0.2%
41,571
-722
69
$1.71M 0.2%
31,500
-900
70
$1.66M 0.19%
65,408
-7,483
71
$1.63M 0.19%
28,540
+1,387
72
$1.6M 0.19%
12,173
-94
73
$1.59M 0.19%
15,768
+10
74
$1.57M 0.18%
12,063
-1,228
75
$1.51M 0.18%
11,428
-928
1 2
3
4 5