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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.35M 0.08%
67,468
+14,048
152
$2.33M 0.07%
4,690
+281
153
$2.31M 0.07%
11,163
+1,686
154
$2.29M 0.07%
17,759
+923
155
$2.25M 0.07%
4,116
+642
156
$2.23M 0.07%
41,313
-15,987
157
$2.19M 0.07%
9,280
+71
158
$2.17M 0.07%
64,482
+5,000
159
$2.16M 0.07%
14,906
+2,232
160
$2.16M 0.07%
2,714
-39
161
$2.16M 0.07%
35,981
+18,279
162
$2.14M 0.07%
30,078
-20,425
163
$2.12M 0.07%
40,852
-3,929
164
$2.09M 0.07%
4,498
-2,074
165
$2.08M 0.07%
17,704
-1,580
166
$2.08M 0.07%
29,314
+1,032
167
$2.08M 0.07%
34,215
+3,183
168
$2.07M 0.07%
6,149
-45
169
$2.05M 0.07%
12,010
+1,982
170
$2.03M 0.07%
44,774
+788
171
$1.98M 0.06%
4,219
-329
172
$1.95M 0.06%
41,470
+2,753
173
$1.95M 0.06%
24,856
+616
174
$1.92M 0.06%
41,209
-9,166
175
$1.89M 0.06%
11,414
+484
5 6
7
8 9