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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.45M 0.08%
3,679
-316
127
$1.45M 0.08%
8,349
-178
128
$1.44M 0.08%
15,557
-399
129
$1.42M 0.08%
10,362
+4,050
130
$1.42M 0.08%
14,249
+269
131
$1.38M 0.08%
12,697
-636
132
$1.38M 0.08%
11,726
+1,524
133
$1.33M 0.08%
17,392
-546
134
$1.33M 0.08%
+42,054
135
$1.31M 0.08%
28,460
+668
136
$1.3M 0.08%
66,882
+1,922
137
$1.29M 0.08%
169,005
+141,387
138
$1.28M 0.07%
5,457
+52
139
$1.28M 0.07%
53,718
+4,845
140
$1.28M 0.07%
10,033
+54
141
$1.27M 0.07%
8,293
-785
142
$1.24M 0.07%
9,741
+253
143
$1.24M 0.07%
12,868
-201
144
$1.24M 0.07%
31,519
-2,783
145
$1.22M 0.07%
9,483
+176
146
$1.21M 0.07%
25,565
+7,967
147
$1.21M 0.07%
24,665
+3,482
148
$1.2M 0.07%
11,794
+19
149
$1.15M 0.07%
8,480
+199
150
$1.14M 0.07%
8,496
+964
4 5
6
7 8