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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$722K 0.09%
8,425
+1,563
127
$720K 0.09%
6,890
+273
128
$720K 0.09%
2,629
+1,193
129
$709K 0.09%
23,540
-2,100
130
$700K 0.08%
37,070
131
$692K 0.08%
7,011
132
$688K 0.08%
1,973
+3
133
$683K 0.08%
4,784
134
$676K 0.08%
2,253
+93
135
$674K 0.08%
17,892
136
$667K 0.08%
15,704
+575
137
$657K 0.08%
13,204
-947
138
$657K 0.08%
23,261
139
$649K 0.08%
11,762
-1,807
140
$648K 0.08%
21,763
+1,509
141
$647K 0.08%
6,873
-9
142
$645K 0.08%
41,751
+9,608
143
$645K 0.08%
8,615
+1,505
144
$634K 0.08%
3,011
+13
145
$633K 0.08%
7,161
+161
146
$630K 0.08%
5,027
+16
147
$628K 0.08%
3,300
-258
148
$621K 0.08%
1,797
+8
149
$611K 0.07%
11,693
+5
150
$604K 0.07%
+38,248
4 5
6
7 8