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
$931M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.44M
3
+$3.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$2.11M
4
DOCU icon
DocuSign
DOCU
+$1.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.27M

Sector Composition

1 Consumer Discretionary 19.87%
2 Technology 17.53%
3 Financials 3.72%
4 Communication Services 3.56%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$688K 0.07%
2,521
-179
152
$677K 0.07%
1,803
+3
153
$666K 0.07%
23,547
+3
154
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7,515
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155
$656K 0.07%
11,312
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156
$653K 0.07%
10,780
+2,520
157
$641K 0.07%
8,632
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158
$638K 0.07%
11,495
-427
159
$637K 0.07%
3,116
+74
160
$629K 0.07%
5,594
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161
$625K 0.07%
24,365
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162
$624K 0.07%
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163
$601K 0.06%
13,103
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164
$601K 0.06%
13,824
-166
165
$600K 0.06%
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166
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5,341
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4,424
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169
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170
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5,122
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171
$536K 0.06%
9,526
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172
$532K 0.06%
7,340
+3,595
173
$512K 0.06%
34,113
+3,085
174
$503K 0.05%
12,690
-249
175
$502K 0.05%
3,027
-273
5 6
7
8 9