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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$589K 0.07%
5,029
-250
152
$586K 0.07%
2,489
-168
153
$584K 0.07%
10,163
-327
154
$576K 0.07%
22,401
+880
155
$567K 0.07%
11,895
-780
156
$563K 0.07%
2,949
+12
157
$553K 0.07%
7,476
-879
158
$549K 0.07%
8,829
+3,175
159
$541K 0.07%
5,740
-1,739
160
$538K 0.07%
9,971
+2,303
161
$538K 0.07%
2,726
+291
162
$536K 0.06%
15,421
+511
163
$532K 0.06%
3,331
-455
164
$529K 0.06%
2,588
-7
165
$528K 0.06%
14,998
-2,324
166
$521K 0.06%
2,643
+830
167
$514K 0.06%
3,196
+410
168
$514K 0.06%
+7,095
169
$499K 0.06%
5,775
+93
170
$498K 0.06%
18,118
+760
171
$492K 0.06%
4,634
-33
172
$491K 0.06%
6,164
-660
173
$489K 0.06%
4,476
-224
174
$481K 0.06%
6,134
+12
175
$476K 0.06%
3,743
-1,324
5 6
7
8 9