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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.14%
11,521
+156
77
$2.33M 0.14%
27,045
-765
78
$2.33M 0.14%
38,100
+1,160
79
$2.31M 0.14%
189,880
+9,480
80
$2.3M 0.14%
76,229
-302
81
$2.29M 0.13%
16,973
-954
82
$2.27M 0.13%
205,469
83
$2.27M 0.13%
160,509
+14,598
84
$2.24M 0.13%
24,448
-4,490
85
$2.24M 0.13%
18,513
-890
86
$2.22M 0.13%
61,154
-12,526
87
$2.21M 0.13%
14,264
+1,827
88
$2.19M 0.13%
17,972
-141
89
$2.13M 0.13%
48,722
+874
90
$2.11M 0.12%
48,115
+5,655
91
$2.1M 0.12%
4,634
-196
92
$2.09M 0.12%
57,342
-19,781
93
$2.09M 0.12%
26,856
-2,529
94
$2.08M 0.12%
10,686
+239
95
$2.08M 0.12%
6,432
+100
96
$2.05M 0.12%
18,398
-552
97
$2M 0.12%
14,864
+660
98
$1.99M 0.12%
15,769
-5
99
$1.95M 0.11%
138,306
-3,028
100
$1.91M 0.11%
26,909
+772
2 3
4
5 6