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
$931M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.44M
3
+$3.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$2.11M
4
DOCU icon
DocuSign
DOCU
+$1.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.27M

Sector Composition

1 Consumer Discretionary 19.87%
2 Technology 17.53%
3 Financials 3.72%
4 Communication Services 3.56%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$501K 0.05%
2,361
+307
177
$499K 0.05%
1,970
-3
178
$498K 0.05%
17,576
+160
179
$498K 0.05%
10,837
-2,414
180
$483K 0.05%
22,374
+1,315
181
$483K 0.05%
2,520
+275
182
$468K 0.05%
5,217
-101
183
$467K 0.05%
7,184
+887
184
$467K 0.05%
7,112
185
$463K 0.05%
33,171
+249
186
$461K 0.05%
8,571
+536
187
$459K 0.05%
2,187
-118
188
$457K 0.05%
3,335
+1,167
189
$451K 0.05%
3,327
+5
190
$444K 0.05%
16,207
+474
191
$437K 0.05%
2,467
+262
192
$426K 0.05%
1,854
-76
193
$425K 0.05%
7,964
-7,403
194
$420K 0.05%
6,860
195
$419K 0.05%
2,991
-19
196
$408K 0.04%
14,925
+625
197
$405K 0.04%
15,860
-37
198
$402K 0.04%
6,825
+103
199
$401K 0.04%
4,990
+108
200
$399K 0.04%
11,060
-334
6 7
8
9 10