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
$858M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$3.71M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$2.32M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.94M

Top Sells

1
+$3.47M
2
+$3.08M
3
+$1.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39M
5
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$1.3M

Sector Composition

1 Consumer Discretionary 19.2%
2 Technology 16.21%
3 Communication Services 3.46%
4 Financials 3.32%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.18%
33,624
+9,212
77
$1.51M 0.18%
28,744
+461
78
$1.49M 0.17%
9,125
+463
79
$1.44M 0.17%
13,153
+320
80
$1.43M 0.17%
13,616
+41
81
$1.41M 0.16%
48,645
-712
82
$1.4M 0.16%
5,214
-370
83
$1.31M 0.15%
11,806
-1,978
84
$1.3M 0.15%
35,460
+1,440
85
$1.27M 0.15%
26,949
+332
86
$1.26M 0.15%
24,737
+69
87
$1.25M 0.15%
5,561
+486
88
$1.24M 0.14%
21,679
-2,535
89
$1.23M 0.14%
8,512
-397
90
$1.2M 0.14%
32,539
+1,949
91
$1.2M 0.14%
4,235
+3,153
92
$1.19M 0.14%
16,667
+1,111
93
$1.17M 0.14%
60,885
-2,085
94
$1.15M 0.13%
6,821
+262
95
$1.14M 0.13%
7,524
-316
96
$1.13M 0.13%
11,213
+804
97
$1.13M 0.13%
70,380
+19,860
98
$1.12M 0.13%
17,892
99
$1.1M 0.13%
12,555
+212
100
$1.06M 0.12%
25,439
+293
2 3
4
5 6