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BJL

Brighton Jones LLC Portfolio holdings

AUM $2.37B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
-$1.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,026
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.2M
3
+$12.6M
4
FIG
Figma
FIG
+$12.2M
5
SBUX icon
Starbucks
SBUX
+$9.04M

Top Sells

1
+$48.5M
2
+$38.5M
3
+$38.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.3M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$31.2M

Sector Composition

1 Consumer Discretionary 35.55%
2 Technology 23.66%
3 Communication Services 4.73%
4 Financials 1.29%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLG icon
176
Invesco S&P 500 Top 50 ETF
XLG
$10.3B
– –
-8,053
XLI icon
177
State Street Industrial Select Sector SPDR ETF
XLI
$32.6B
– –
-3,933
XLK icon
178
State Street Technology Select Sector SPDR ETF
XLK
$128B
– –
-18,766
XLP icon
179
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.1B
– –
-6,387
XLRE icon
180
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.03B
– –
-6,491
XLU icon
181
State Street Utilities Select Sector SPDR ETF
XLU
$23.2B
– –
-11,050
XLV icon
182
State Street Health Care Select Sector SPDR ETF
XLV
$39.1B
– –
-10,745
XLY icon
183
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.1B
– –
-2,906
XPO icon
184
XPO
XPO
$23.1B
– –
-3,442
XRAY icon
185
Dentsply Sirona
XRAY
$2.11B
– –
-71,260
YUM icon
186
Yum! Brands
YUM
$42.2B
– –
-9,003
YUMC icon
187
Yum China
YUMC
$14.2B
– –
-4,683
Z icon
188
Zillow
Z
$6.99B
– –
-5,877
ZBH icon
189
Zimmer Biomet
ZBH
$17.5B
– –
-5,442
ZBRA icon
190
Zebra Technologies
ZBRA
$11.8B
– –
-1,581
ZG icon
191
Zillow
ZG
$6.98B
– –
-6,086
GTM
192
ZoomInfo Technologies
GTM
$834M
– –
-39,449
ZION icon
193
Zions Bancorporation
ZION
$10B
– –
-5,329
ZM icon
194
Zoom
ZM
$25.1B
– –
-17,691
ZS icon
195
Zscaler
ZS
$20.6B
– –
-6,385
ZTS icon
196
Zoetis
ZTS
$32.8B
– –
-8,757
ARTY
197
iShares Future AI & Tech ETF
ARTY
$3.8B
– –
-9,731
GAP
198
The Gap Inc
GAP
$7.53B
– –
-33,448
EXE
199
Expand Energy Corp
EXE
$21.2B
– –
-7,217
HURA
200
TuHURA Biosciences
HURA
$160M
– –
-27,735
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