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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.99M 0.13%
81,051
-15,881
102
$3.94M 0.13%
141,678
+336
103
$3.92M 0.13%
20,225
-14,338
104
$3.81M 0.12%
6,955
+131
105
$3.75M 0.12%
82,765
+1,124
106
$3.75M 0.12%
41,676
+1,687
107
$3.67M 0.12%
23,114
+14,583
108
$3.52M 0.11%
20,621
-996
109
$3.51M 0.11%
39,137
+859
110
$3.42M 0.11%
45,264
+1,224
111
$3.42M 0.11%
19,008
+2,168
112
$3.37M 0.11%
10,778
+1,492
113
$3.31M 0.11%
349,163
+54
114
$3.26M 0.1%
12,110
+5,629
115
$3.25M 0.1%
31,125
+1,181
116
$3.25M 0.1%
11,264
+18
117
$3.22M 0.1%
20,081
+151
118
$3.19M 0.1%
161,403
-5,854
119
$3.11M 0.1%
6,421
+1,994
120
$3.03M 0.1%
133,229
+1,051
121
$2.93M 0.09%
11,624
+464
122
$2.93M 0.09%
104,646
-443
123
$2.92M 0.09%
7,308
+29
124
$2.91M 0.09%
40,682
+1,610
125
$2.88M 0.09%
7,505
-563
3 4
5
6 7