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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.88M 0.06%
3,787
+115
177
$1.87M 0.06%
4,191
+196
178
$1.81M 0.06%
14,885
-154
179
$1.8M 0.06%
9,829
+493
180
$1.79M 0.06%
18,787
-2,389
181
$1.78M 0.06%
21,047
-12,876
182
$1.69M 0.05%
15,050
+691
183
$1.67M 0.05%
4,483
-81
184
$1.65M 0.05%
13,009
+796
185
$1.65M 0.05%
2,453
-70
186
$1.65M 0.05%
3,238
+62
187
$1.63M 0.05%
14,639
+69
188
$1.63M 0.05%
23,971
+9,340
189
$1.62M 0.05%
41,364
-10,983
190
$1.61M 0.05%
52,331
-5,801
191
$1.61M 0.05%
11,010
+1,348
192
$1.6M 0.05%
22,915
+1,649
193
$1.59M 0.05%
6,002
+21
194
$1.59M 0.05%
6,848
-13
195
$1.58M 0.05%
12,068
-2,424
196
$1.56M 0.05%
13,382
+600
197
$1.54M 0.05%
13,880
-975
198
$1.53M 0.05%
15,435
+157
199
$1.53M 0.05%
36,273
-12,001
200
$1.52M 0.05%
11,343
-869
6 7
8
9 10