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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$911K 0.05%
2,653
+60
177
$906K 0.05%
16,344
-6,354
178
$900K 0.05%
1,918
-1
179
$898K 0.05%
8,172
-1,416
180
$894K 0.05%
4,056
-173
181
$884K 0.05%
9,074
+2,538
182
$850K 0.05%
6,633
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183
$839K 0.05%
45,593
+5,717
184
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3,431
-54
185
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-1,504
186
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12,683
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187
$808K 0.05%
2,529
+1,186
188
$798K 0.05%
107,697
+48,776
189
$773K 0.05%
8,156
190
$771K 0.05%
25,156
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191
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192
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21,798
-5,186
193
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5,000
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194
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10,008
195
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29,331
-1,374
196
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11,576
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197
$720K 0.04%
55,349
198
$719K 0.04%
23,561
+319
199
$687K 0.04%
5,066
-131
200
$687K 0.04%
4,086
+44
6 7
8
9 10