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
$858M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$3.71M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$2.32M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.94M

Top Sells

1
+$3.47M
2
+$3.08M
3
+$1.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.39M
5
VLRS
Controladora Vuela Compañía de Aviación
VLRS
+$1.3M

Sector Composition

1 Consumer Discretionary 19.2%
2 Technology 16.21%
3 Communication Services 3.46%
4 Financials 3.32%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$590K 0.07%
16,026
+2,472
152
$589K 0.07%
18,500
-691
153
$587K 0.07%
16,104
+1,106
154
$584K 0.07%
7,478
+2
155
$584K 0.07%
21,370
-5,972
156
$577K 0.07%
3,300
157
$570K 0.07%
3,448
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158
$559K 0.07%
2,588
159
$557K 0.06%
14,479
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160
$551K 0.06%
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161
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162
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163
$536K 0.06%
10,901
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164
$536K 0.06%
4,668
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165
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166
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169
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6,139
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33,191
-5,057
171
$492K 0.06%
3,263
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172
$489K 0.06%
3,106
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173
$487K 0.06%
17,292
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174
$480K 0.06%
10,146
-17
175
$476K 0.06%
+3,322
5 6
7
8 9