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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.18%
12,267
-1,695
77
$1.46M 0.18%
27,153
-305
78
$1.45M 0.18%
5,584
+372
79
$1.43M 0.17%
24,214
-4,363
80
$1.41M 0.17%
5,718
+2,399
81
$1.41M 0.17%
13,575
+2
82
$1.4M 0.17%
62,970
-17
83
$1.39M 0.17%
+7,713
84
$1.36M 0.17%
28,283
-318
85
$1.36M 0.16%
49,357
-2,054
86
$1.35M 0.16%
8,662
+2,737
87
$1.33M 0.16%
12,833
-582
88
$1.3M 0.16%
+152,423
89
$1.27M 0.15%
26,617
+449
90
$1.24M 0.15%
7,840
+232
91
$1.21M 0.15%
34,020
-2,330
92
$1.16M 0.14%
24,668
-794
93
$1.14M 0.14%
10,409
+7,938
94
$1.13M 0.14%
5,075
+1
95
$1.12M 0.14%
30,590
-125
96
$1.1M 0.13%
+27,342
97
$1.1M 0.13%
6,559
+1,595
98
$1.07M 0.13%
12,343
+262
99
$1.05M 0.13%
8,592
+6,869
100
$1.05M 0.13%
24,412
+236
2 3
4
5 6