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
$1.7B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.07M
3
+$4.46M
4
SOFI icon
SoFi Technologies
SOFI
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.36M

Top Sells

1
+$25.2M
2
+$2.27M
3
+$1.67M
4
TSLA icon
Tesla
TSLA
+$1.57M
5
COST icon
Costco
COST
+$1.12M

Sector Composition

1 Consumer Discretionary 27.6%
2 Technology 16.74%
3 Communication Services 10.13%
4 Financials 2.73%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$833K 0.05%
5,611
+8
177
$829K 0.05%
13,431
+445
178
$819K 0.05%
26,984
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179
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180
$802K 0.05%
9,935
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181
$788K 0.05%
+38,575
182
$783K 0.05%
3,362
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183
$770K 0.05%
1,919
184
$764K 0.04%
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185
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4,611
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186
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187
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12,856
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188
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189
$755K 0.04%
8,156
190
$747K 0.04%
9,003
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191
$741K 0.04%
10,898
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193
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11,569
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194
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195
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196
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197
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3,485
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198
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199
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6,952
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200
$683K 0.04%
24,238
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