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
$931M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.44M
3
+$3.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$2.11M
4
DOCU icon
DocuSign
DOCU
+$1.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.27M

Sector Composition

1 Consumer Discretionary 19.87%
2 Technology 17.53%
3 Financials 3.72%
4 Communication Services 3.56%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$912K 0.1%
9,730
+911
127
$884K 0.1%
13,770
+3,769
128
$883K 0.09%
9,971
-15
129
$866K 0.09%
28,910
+133
130
$862K 0.09%
12,742
-274
131
$861K 0.09%
1,775
-308
132
$857K 0.09%
7,191
-34
133
$813K 0.09%
7,023
+690
134
$808K 0.09%
57,030
135
$804K 0.09%
19,632
-406
136
$800K 0.09%
9,544
-568
137
$799K 0.09%
17,966
+1,486
138
$777K 0.08%
4,890
+5
139
$756K 0.08%
13,588
+454
140
$753K 0.08%
4,415
+344
141
$751K 0.08%
5,210
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142
$739K 0.08%
3,738
+228
143
$736K 0.08%
23,921
-1,223
144
$733K 0.08%
5,384
+532
145
$730K 0.08%
9,062
+3,336
146
$713K 0.08%
8,612
-11
147
$711K 0.08%
37,070
148
$705K 0.08%
3,000
+39
149
$698K 0.08%
7,611
-168
150
$689K 0.07%
3,495
-57
4 5
6
7 8