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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$471K 0.06%
7,057
+480
177
$466K 0.06%
4,492
-448
178
$449K 0.05%
7,872
-335
179
$448K 0.05%
3,123
-213
180
$445K 0.05%
21,059
181
$441K 0.05%
13,554
+813
182
$439K 0.05%
5,457
+2,634
183
$431K 0.05%
16,906
184
$423K 0.05%
+3,782
185
$419K 0.05%
16,156
+336
186
$417K 0.05%
8,628
+328
187
$415K 0.05%
5,669
+1,212
188
$413K 0.05%
2,266
+355
189
$409K 0.05%
6,860
190
$409K 0.05%
91,200
+8,360
191
$407K 0.05%
2,558
-18
192
$405K 0.05%
+7,619
193
$404K 0.05%
3,889
-157
194
$392K 0.05%
+2,394
195
$380K 0.05%
14,875
+10
196
$380K 0.05%
3,341
-59
197
$374K 0.05%
+2,728
198
$371K 0.04%
2,034
+120
199
$370K 0.04%
865
+353
200
$370K 0.04%
12,722
-2,607
6 7
8
9 10