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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.95M 0.29%
53,944
+2,068
52
$8.61M 0.28%
10,421
+824
53
$8.59M 0.28%
57,318
-2,074
54
$8.56M 0.27%
87,866
-1,135
55
$8.36M 0.27%
718,476
-812
56
$8.26M 0.26%
94,052
-4,098
57
$7.57M 0.24%
57,040
+5,321
58
$7.57M 0.24%
32,439
+474
59
$7.49M 0.24%
117,938
-979
60
$7.43M 0.24%
27,700
+2,032
61
$7.41M 0.24%
42,914
+296
62
$7.4M 0.24%
21,118
+483
63
$7.39M 0.24%
43,336
+3,268
64
$7.05M 0.23%
48,207
-13,678
65
$6.91M 0.22%
332,420
-56,536
66
$6.79M 0.22%
109,296
+105
67
$6.65M 0.21%
25,709
-323
68
$6.5M 0.21%
86,578
+4,723
69
$6.39M 0.2%
53,480
-16,748
70
$6.31M 0.2%
37,712
+8,029
71
$6.26M 0.2%
25,177
+4,166
72
$6.08M 0.2%
16,408
-514
73
$6.02M 0.19%
31,982
-4,681
74
$5.73M 0.18%
27,350
+4,438
75
$5.7M 0.18%
18,260
-178
1 2
3
4 5