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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.12M 0.07%
11,568
-4,000
152
$1.12M 0.07%
4,680
+1,116
153
$1.11M 0.07%
25,453
-2,379
154
$1.1M 0.07%
8,522
-151
155
$1.09M 0.07%
3,304
-39
156
$1.09M 0.07%
33,116
157
$1.09M 0.06%
31,310
-1,090
158
$1.09M 0.06%
3,290
-63
159
$1.09M 0.06%
72,900
160
$1.07M 0.06%
11,509
-3,257
161
$1.04M 0.06%
10,337
+2,714
162
$1.03M 0.06%
4,488
+49
163
$1.03M 0.06%
3,342
-20
164
$1.02M 0.06%
50,556
-20,216
165
$998K 0.06%
23,197
-2,480
166
$998K 0.06%
4,176
+14
167
$995K 0.06%
3,748
+214
168
$982K 0.06%
2,931
-446
169
$974K 0.06%
5,335
+23
170
$974K 0.06%
24,743
+196
171
$966K 0.06%
4,559
-954
172
$964K 0.06%
5,664
+53
173
$963K 0.06%
11,815
+11
174
$925K 0.06%
6,805
-4,413
175
$913K 0.05%
27,258
+7,723
5 6
7
8 9