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
$931M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.44M
3
+$3.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$2.11M
4
DOCU icon
DocuSign
DOCU
+$1.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.27M

Sector Composition

1 Consumer Discretionary 19.87%
2 Technology 17.53%
3 Financials 3.72%
4 Communication Services 3.56%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.34M 0.25%
34,980
+1,940
52
$2.25M 0.24%
37,837
+791
53
$2.24M 0.24%
28,308
-31,295
54
$2.24M 0.24%
9,297
+294
55
$2.22M 0.24%
10,529
-54
56
$2.19M 0.24%
171,318
-16,392
57
$2.16M 0.23%
1,903
58
$2.15M 0.23%
73,007
+1,483
59
$2.13M 0.23%
39,516
+1,432
60
$2.1M 0.23%
66,873
+1,155
61
$2.07M 0.22%
63,856
+19
62
$2.05M 0.22%
15,001
+311
63
$2.01M 0.22%
57,142
+8,580
64
$1.94M 0.21%
40,362
-3,861
65
$1.92M 0.21%
9,012
+1,290
66
$1.88M 0.2%
5,697
-66
67
$1.82M 0.2%
9,993
-731
68
$1.81M 0.19%
15,535
+9
69
$1.78M 0.19%
47,464
+9,862
70
$1.78M 0.19%
25,548
+905
71
$1.77M 0.19%
18,677
+14
72
$1.75M 0.19%
14,624
-1,805
73
$1.72M 0.19%
16,013
+156
74
$1.72M 0.19%
14,292
+876
75
$1.71M 0.18%
12,500
+307
1 2
3
4 5