BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$33.3M
3
+$9.52M
4
DLR icon
Digital Realty Trust
DLR
+$9.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.6M

Top Sells

1
+$8.96M
2
+$6.28M
3
+$4.9M
4
ABNB icon
Airbnb
ABNB
+$4.6M
5
APP icon
Applovin
APP
+$4.22M

Sector Composition

1 Consumer Discretionary 29.39%
2 Technology 22.87%
3 Communication Services 5.02%
4 Financials 3%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.92M 0.29%
182,732
+40,311
52
$7.57M 0.27%
364,915
-6,967
53
$7.39M 0.27%
116,676
-3,593
54
$7.32M 0.26%
165,781
-5,907
55
$6.83M 0.25%
24,028
+552
56
$6.55M 0.24%
40,220
-793
57
$6.53M 0.24%
151,865
+112,917
58
$6.43M 0.23%
25,716
+308
59
$6.39M 0.23%
108,922
+47,435
60
$6.31M 0.23%
103,910
+2,370
61
$6.28M 0.23%
18,117
+234
62
$6.26M 0.23%
124,792
+1,880
63
$5.95M 0.21%
98,702
+2,907
64
$5.94M 0.21%
33,170
+244
65
$5.76M 0.21%
36,392
+1,362
66
$5.71M 0.21%
16,601
-1,061
67
$5.55M 0.2%
53,461
-285
68
$5.21M 0.19%
714,375
+29,315
69
$4.9M 0.18%
19,224
-42
70
$4.76M 0.17%
115,758
-123
71
$4.7M 0.17%
24,473
-103
72
$4.58M 0.17%
26,151
+1,298
73
$4.57M 0.16%
28,168
+6,144
74
$4.53M 0.16%
75,253
+5,047
75
$4.44M 0.16%
7
1 2
3
4 5