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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.22%
+131,768
52
$3.88M 0.22%
29,391
+537
53
$3.82M 0.22%
97,292
-4,452
54
$3.79M 0.22%
33,694
-253
55
$3.78M 0.22%
16,947
-1,612
56
$3.69M 0.21%
41,421
+24,191
57
$3.54M 0.2%
12,915
-15
58
$3.4M 0.2%
29,841
+1,425
59
$3.36M 0.19%
145,124
+41,850
60
$3.31M 0.19%
77,580
-530
61
$3.29M 0.19%
17,852
-17
62
$3.27M 0.19%
8
-1
63
$3.25M 0.19%
21,680
+191
64
$3.21M 0.19%
77,123
+13,843
65
$3.21M 0.19%
18,369
-2,838
66
$3.17M 0.18%
16,116
-745
67
$3.14M 0.18%
33,219
-1,426
68
$3.13M 0.18%
18,754
-53
69
$3.07M 0.18%
64,297
+194
70
$3.01M 0.17%
73,680
+8,662
71
$2.97M 0.17%
69,643
-1,357
72
$2.95M 0.17%
102,255
+1,801
73
$2.76M 0.16%
8,952
+38
74
$2.73M 0.16%
180,400
-7,880
75
$2.65M 0.15%
19,403
-1,378
1 2
3
4 5