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
76
$5.53M 0.18%
75,922
+1,462
77
$5.5M 0.18%
629,635
-309,685
78
$5.45M 0.17%
54,451
+466
79
$5.09M 0.16%
116,560
-2,027
80
$4.98M 0.16%
11,854
-200
81
$4.96M 0.16%
138,557
+24,335
82
$4.86M 0.16%
83,244
+5,570
83
$4.84M 0.16%
219,121
+7,791
84
$4.79M 0.15%
222,662
-5,963
85
$4.78M 0.15%
66,624
+391
86
$4.72M 0.15%
19,483
-339
87
$4.65M 0.15%
49,850
-4,050
88
$4.64M 0.15%
75,219
+1,032
89
$4.56M 0.15%
27,236
-811
90
$4.54M 0.15%
71,466
-130,945
91
$4.5M 0.14%
107,907
-965
92
$4.5M 0.14%
81,636
+2,844
93
$4.46M 0.14%
42,546
+3,934
94
$4.43M 0.14%
47,757
+2,723
95
$4.24M 0.14%
411,070
96
$4.23M 0.14%
41,138
-4,818
97
$4.22M 0.14%
22,631
-608
98
$4.13M 0.13%
6,070
-68
99
$4.12M 0.13%
111,716
-54,549
100
$4.02M 0.13%
18,962
-85
2 3
4
5 6