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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.84M 0.09%
120,663
127
$2.84M 0.09%
18,501
+1,145
128
$2.81M 0.09%
11,506
+6
129
$2.81M 0.09%
28,464
+1,697
130
$2.77M 0.09%
7,864
+61
131
$2.77M 0.09%
27,464
+88
132
$2.72M 0.09%
16,885
-1,228
133
$2.69M 0.09%
12,143
+165
134
$2.68M 0.09%
8,765
-1,261
135
$2.65M 0.08%
29,251
-1,511
136
$2.59M 0.08%
10,139
+202
137
$2.53M 0.08%
18,647
+152
138
$2.52M 0.08%
50,543
-2,455
139
$2.51M 0.08%
18,960
+1,942
140
$2.47M 0.08%
13,796
+209
141
$2.47M 0.08%
19,626
-1,044
142
$2.47M 0.08%
10,369
+1,482
143
$2.47M 0.08%
10,105
+1,367
144
$2.45M 0.08%
18,914
+137
145
$2.45M 0.08%
7,431
+22
146
$2.43M 0.08%
11,006
+6,761
147
$2.42M 0.08%
12,710
-1,324
148
$2.38M 0.08%
3,881
+329
149
$2.38M 0.08%
11,873
-135
150
$2.37M 0.08%
20,375
-999
4 5
6
7 8