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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.08%
29,363
+7,654
102
$1.2M 0.08%
13,007
+2,150
103
$1.18M 0.08%
19,489
+2,923
104
$1.15M 0.08%
31,579
-102
105
$1.14M 0.08%
13,895
+407
106
$1.13M 0.08%
5,922
+105
107
$1.12M 0.08%
83,196
-2,826
108
$1.12M 0.08%
5,193
+4
109
$1.08M 0.07%
14,666
+658
110
$1.07M 0.07%
9,132
+2,407
111
$1.06M 0.07%
3,127
+97
112
$1.06M 0.07%
2,932
+475
113
$1.03M 0.07%
22,197
-4,878
114
$1.02M 0.07%
12,787
+15
115
$1.01M 0.07%
14,049
+489
116
$1M 0.07%
1,605
-9
117
$967K 0.07%
13,928
+4,340
118
$953K 0.07%
26,587
+802
119
$951K 0.07%
4,335
+482
120
$946K 0.07%
10,720
+1,632
121
$946K 0.07%
5,252
+3
122
$922K 0.06%
8,529
+934
123
$884K 0.06%
13,937
-436
124
$871K 0.06%
28,375
-2,279
125
$864K 0.06%
+46,848
3 4
5
6 7