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
101
$1.06M 0.12%
16,536
+569
102
$1.03M 0.12%
8,960
+707
103
$1.03M 0.12%
20,196
-217
104
$1.03M 0.12%
6,023
-3
105
$1.02M 0.12%
+28,462
106
$985K 0.11%
12,019
+151
107
$972K 0.11%
33,336
-85
108
$965K 0.11%
5,183
-3
109
$964K 0.11%
82,374
+2,520
110
$943K 0.11%
4,543
-150
111
$924K 0.11%
7,926
+341
112
$845K 0.1%
10,051
+194
113
$832K 0.1%
2,106
114
$823K 0.1%
9,905
-1,114
115
$823K 0.1%
37,070
116
$800K 0.09%
7,184
+39
117
$795K 0.09%
3,259
-2,459
118
$793K 0.09%
12,654
+39
119
$790K 0.09%
7,324
+434
120
$755K 0.09%
50,655
+2,700
121
$749K 0.09%
+57,030
122
$749K 0.09%
2,550
-79
123
$748K 0.09%
8,565
+140
124
$744K 0.09%
23,261
125
$736K 0.09%
6,644
-29
3 4
5
6 7