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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.99M 0.12%
15,912
-2,486
102
$1.99M 0.12%
18,679
-15,708
103
$1.99M 0.12%
23,418
-3,438
104
$1.98M 0.12%
59,088
-2,668
105
$1.96M 0.12%
40,480
-7,635
106
$1.94M 0.12%
3,528
-70
107
$1.93M 0.12%
17,124
+3,289
108
$1.88M 0.11%
58,101
109
$1.86M 0.11%
13,213
-5
110
$1.82M 0.11%
22,044
+1,299
111
$1.81M 0.11%
205,404
-65
112
$1.77M 0.11%
14,590
+341
113
$1.72M 0.1%
51,422
114
$1.7M 0.1%
3,494
-296
115
$1.7M 0.1%
23,595
-3,314
116
$1.69M 0.1%
6,426
+133
117
$1.69M 0.1%
112,980
+8,409
118
$1.68M 0.1%
17,781
-627
119
$1.68M 0.1%
9,641
+3,507
120
$1.65M 0.1%
11,361
+756
121
$1.59M 0.09%
14,656
+2,756
122
$1.58M 0.09%
97,994
-40,312
123
$1.56M 0.09%
14,232
+1,152
124
$1.55M 0.09%
6,586
+15
125
$1.54M 0.09%
8,385
+75
3 4
5
6 7