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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.02M 0.12%
19,856
+525
102
$2.01M 0.12%
26,137
+345
103
$1.99M 0.12%
11,345
+646
104
$1.92M 0.11%
42,460
+6,970
105
$1.9M 0.11%
13,438
-1,287
106
$1.88M 0.11%
8,805
-27
107
$1.85M 0.11%
3,408
-17
108
$1.78M 0.1%
17,503
-2,728
109
$1.75M 0.1%
18,160
+7,149
110
$1.75M 0.1%
19,198
+1,940
111
$1.7M 0.1%
33,570
+647
112
$1.68M 0.1%
57,754
+338
113
$1.63M 0.09%
9,251
-587
114
$1.62M 0.09%
51,105
+317
115
$1.62M 0.09%
22,624
-5,647
116
$1.61M 0.09%
3,738
-17
117
$1.6M 0.09%
20,745
+224
118
$1.59M 0.09%
48,515
+1,144
119
$1.58M 0.09%
17,054
+2,199
120
$1.54M 0.09%
6,244
-142
121
$1.54M 0.09%
30,735
+3,735
122
$1.5M 0.09%
5,859
+56
123
$1.48M 0.09%
25,869
+3,352
124
$1.47M 0.09%
6,537
-599
125
$1.46M 0.08%
99,096
+1,518
3 4
5
6 7