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
$931M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.44M
3
+$3.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$2.11M
4
DOCU icon
DocuSign
DOCU
+$1.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.27M

Sector Composition

1 Consumer Discretionary 19.87%
2 Technology 17.53%
3 Financials 3.72%
4 Communication Services 3.56%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.18%
17,950
+58
77
$1.7M 0.18%
13,609
-2,887
78
$1.68M 0.18%
60,315
+5,985
79
$1.63M 0.18%
27,522
+72
80
$1.63M 0.18%
22,012
-21,083
81
$1.58M 0.17%
11,540
-729
82
$1.53M 0.16%
13,754
+100
83
$1.48M 0.16%
39,846
+1,042
84
$1.47M 0.16%
4,957
-294
85
$1.45M 0.16%
11,343
-65
86
$1.42M 0.15%
26,867
-788
87
$1.42M 0.15%
29,392
-304
88
$1.42M 0.15%
4,709
+548
89
$1.4M 0.15%
5,559
90
$1.38M 0.15%
22,549
-717
91
$1.38M 0.15%
24,929
+843
92
$1.38M 0.15%
12,232
+426
93
$1.37M 0.15%
46,126
-26,657
94
$1.25M 0.13%
10,453
-574
95
$1.21M 0.13%
8,176
+125
96
$1.2M 0.13%
71,186
+5,444
97
$1.19M 0.13%
29,840
+10,000
98
$1.18M 0.13%
3,957
+1,359
99
$1.16M 0.13%
13,674
+4,737
100
$1.16M 0.12%
12,491
+128
2 3
4
5 6