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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.9M 0.11%
11,167
-178
102
$1.9M 0.11%
19,754
-102
103
$1.88M 0.11%
6,843
+281
104
$1.88M 0.11%
33,551
+1,037
105
$1.88M 0.11%
169,005
106
$1.82M 0.11%
3,598
+190
107
$1.82M 0.11%
19,993
+1,833
108
$1.73M 0.1%
8,902
+97
109
$1.63M 0.1%
58,101
+347
110
$1.6M 0.09%
18,408
+1,354
111
$1.57M 0.09%
13,218
-220
112
$1.54M 0.09%
20,745
113
$1.52M 0.09%
51,422
+317
114
$1.5M 0.09%
6,571
+34
115
$1.5M 0.09%
15,568
-1,935
116
$1.5M 0.09%
61,756
+129
117
$1.5M 0.09%
10,033
+3,915
118
$1.49M 0.09%
4,439
+760
119
$1.46M 0.09%
3,790
+52
120
$1.46M 0.09%
104,571
+5,475
121
$1.45M 0.09%
6,293
+49
122
$1.45M 0.09%
18,084
-1,114
123
$1.45M 0.08%
14,249
124
$1.45M 0.08%
12,178
+2,437
125
$1.44M 0.08%
33,339
+7,107
3 4
5
6 7