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
101
$1.03M 0.12%
25,146
-480
102
$1.02M 0.12%
20,413
+556
103
$974K 0.12%
6,026
+701
104
$963K 0.12%
11,868
+87
105
$954K 0.12%
33,421
-1,792
106
$942K 0.11%
8,759
-809
107
$932K 0.11%
5,186
+381
108
$905K 0.11%
8,253
+1,526
109
$900K 0.11%
79,854
+36,456
110
$896K 0.11%
15,967
+4,558
111
$895K 0.11%
11,019
+59
112
$895K 0.11%
47,955
+3,150
113
$891K 0.11%
4,693
-26
114
$866K 0.1%
6,673
+1,343
115
$855K 0.1%
7,585
-1,038
116
$852K 0.1%
19,191
+645
117
$851K 0.1%
+15,556
118
$791K 0.1%
10,319
+170
119
$791K 0.1%
50,520
+10,184
120
$788K 0.1%
9,857
-414
121
$771K 0.09%
7,145
-2
122
$770K 0.09%
15,189
+66
123
$767K 0.09%
9,522
-252
124
$761K 0.09%
12,615
+29
125
$731K 0.09%
2,106
-2
3 4
5
6 7