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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$748K 0.05%
2,544
-21
152
$741K 0.05%
16,384
+80
153
$738K 0.05%
19,910
+4,600
154
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4,374
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155
$721K 0.05%
11,412
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156
$716K 0.05%
14,201
+1,022
157
$704K 0.05%
3,870
-271
158
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3,622
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159
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11,931
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160
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161
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162
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163
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164
$660K 0.05%
6,496
-165
165
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166
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167
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168
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3,329
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169
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15,961
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170
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+5,925
171
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2,837
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172
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65,822
173
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3,917
+1,608
174
$576K 0.04%
1,225
-253
175
$567K 0.04%
3,348
-44
5 6
7
8 9