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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.12M 0.07%
25,677
+112
152
$1.11M 0.06%
3,353
+5
153
$1.08M 0.06%
46,070
+4,450
154
$1.08M 0.06%
9,588
-445
155
$1.07M 0.06%
12,379
+2,376
156
$1.05M 0.06%
8,226
-270
157
$1.03M 0.06%
3,377
+103
158
$1.01M 0.06%
14,146
+3,272
159
$993K 0.06%
33,116
+135
160
$991K 0.06%
6,134
+451
161
$980K 0.06%
+72,900
162
$946K 0.06%
11,804
-96
163
$944K 0.06%
21,965
-2,700
164
$941K 0.06%
4,162
-902
165
$928K 0.05%
3,343
+123
166
$925K 0.05%
5,693
+703
167
$915K 0.05%
23,989
+1,000
168
$892K 0.05%
11,294
+872
169
$891K 0.05%
3,135
-17
170
$888K 0.05%
+22,867
171
$873K 0.05%
32,400
+13,373
172
$869K 0.05%
16,495
-1,383
173
$863K 0.05%
10,031
+266
174
$843K 0.05%
24,547
+9,599
175
$837K 0.05%
5,312
+25
5 6
7
8 9