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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.14M 0.07%
14,685
-1,956
152
$1.14M 0.07%
8,674
-1,354
153
$1.1M 0.06%
3,274
-210
154
$1.1M 0.06%
3,679
-98
155
$1.08M 0.06%
10,920
+221
156
$1.07M 0.06%
32,981
+97
157
$1.06M 0.06%
5,064
+92
158
$1.06M 0.06%
26,232
-1,128
159
$1.05M 0.06%
17,878
+3,177
160
$1.04M 0.06%
5,683
-127
161
$1.02M 0.06%
22,989
-658
162
$996K 0.06%
11,900
+9
163
$994K 0.06%
3,152
+35
164
$960K 0.06%
10,003
+112
165
$950K 0.06%
6,118
+57
166
$936K 0.05%
3,348
+22
167
$936K 0.05%
15,900
-7
168
$934K 0.05%
10,008
169
$932K 0.05%
44,459
-12,084
170
$898K 0.05%
5,603
+70
171
$884K 0.05%
6,812
-339
172
$864K 0.05%
5,287
+65
173
$861K 0.05%
4,990
+560
174
$849K 0.05%
3,220
+16
175
$849K 0.05%
14,226
+16
5 6
7
8 9