BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$33.3M
3
+$9.52M
4
DLR icon
Digital Realty Trust
DLR
+$9.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.6M

Top Sells

1
+$8.96M
2
+$6.28M
3
+$4.9M
4
ABNB icon
Airbnb
ABNB
+$4.6M
5
APP icon
Applovin
APP
+$4.22M

Sector Composition

1 Consumer Discretionary 29.39%
2 Technology 22.87%
3 Communication Services 5.02%
4 Financials 3%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.34M 0.08%
3,606
+849
127
$2.34M 0.08%
21,266
-739
128
$2.34M 0.08%
6,377
+767
129
$2.32M 0.08%
17,663
-458
130
$2.31M 0.08%
12,054
-27,637
131
$2.28M 0.08%
26,376
+1,545
132
$2.27M 0.08%
11,018
+513
133
$2.26M 0.08%
12,972
+344
134
$2.24M 0.08%
14,695
-835
135
$2.24M 0.08%
44,587
+36,579
136
$2.2M 0.08%
8,724
-33
137
$2.2M 0.08%
10,668
+1,268
138
$2.18M 0.08%
8,205
-3,441
139
$2.17M 0.08%
35,478
+2,068
140
$2.17M 0.08%
45,701
-19,462
141
$2.17M 0.08%
51,461
+2,831
142
$2.16M 0.08%
7,645
+896
143
$2.11M 0.08%
51,422
144
$2.07M 0.07%
3,986
+38
145
$2.05M 0.07%
105,064
-2,182
146
$1.99M 0.07%
9,040
+5
147
$1.98M 0.07%
5,512
-135
148
$1.96M 0.07%
47,011
+1,805
149
$1.94M 0.07%
7,771
+238
150
$1.93M 0.07%
8,600
+318
4 5
6
7 8