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
$858M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$3.71M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$2.32M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.94M

Top Sells

1
+$3.47M
2
+$3.08M
3
+$1.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39M
5
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$1.3M

Sector Composition

1 Consumer Discretionary 19.2%
2 Technology 16.21%
3 Communication Services 3.46%
4 Financials 3.32%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$726K 0.08%
15,189
127
$720K 0.08%
24,008
+2,245
128
$717K 0.08%
9,855
+333
129
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130
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25,875
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131
$703K 0.08%
9,098
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132
$702K 0.08%
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133
$695K 0.08%
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+1
134
$694K 0.08%
13,263
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135
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3,034
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136
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137
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138
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5,256
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139
$654K 0.08%
5,050
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140
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141
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145
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4,988
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146
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7,011
147
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11,458
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148
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6,014
+2,460
149
$592K 0.07%
+4,341
150
$591K 0.07%
5,812
-1,061
4 5
6
7 8