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
$1.73B
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.88M
3
+$3.16M
4
ABNB icon
Airbnb
ABNB
+$2.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.98M

Top Sells

1
+$6.66M
2
+$2.44M
3
+$1.6M
4
AVLR
Avalara, Inc.
AVLR
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Consumer Discretionary 24.94%
2 Technology 17.03%
3 Communication Services 12.24%
4 Healthcare 2.74%
5 Financials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$831K 0.05%
10,828
+362
177
$830K 0.05%
7,674
+149
178
$818K 0.05%
10,874
-2,305
179
$813K 0.05%
3,379
-175
180
$803K 0.05%
12,986
+4,227
181
$793K 0.05%
10,422
-108
182
$785K 0.05%
8,746
+296
183
$782K 0.05%
2,633
+253
184
$749K 0.04%
4,111
+44
185
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15,682
-35
186
$740K 0.04%
1,919
-51
187
$739K 0.04%
5,331
-32
188
$734K 0.04%
23,349
-1,532
189
$728K 0.04%
+6,841
190
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41,620
+2,020
191
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4,235
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192
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193
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12,674
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194
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27,693
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195
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55,349
-12,380
196
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7,593
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197
$690K 0.04%
16,514
-3
198
$683K 0.04%
3,401
-15
199
$682K 0.04%
9,765
-176
200
$681K 0.04%
8,156
-119
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