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
$826M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.25M
3
+$3.12M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.67M
5
AXON icon
Axon Enterprise
AXON
+$2.19M

Top Sells

1
+$4.48M
2
+$2.54M
3
+$1.63M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$858K
5
DOCU icon
DocuSign
DOCU
+$840K

Sector Composition

1 Consumer Discretionary 19.03%
2 Technology 13.85%
3 Financials 3.53%
4 Communication Services 3.48%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$369K 0.04%
+6,622
202
$365K 0.04%
29,488
203
$362K 0.04%
15,746
-237
204
$358K 0.04%
5,655
-142
205
$356K 0.04%
3,002
206
$355K 0.04%
4,812
+36
207
$354K 0.04%
2,857
+395
208
$353K 0.04%
4,096
+656
209
$349K 0.04%
3,554
-269
210
$348K 0.04%
13,393
+265
211
$344K 0.04%
6,000
212
$337K 0.04%
10,166
+283
213
$335K 0.04%
+9,887
214
$333K 0.04%
5,130
+1,687
215
$332K 0.04%
1,892
+639
216
$327K 0.04%
6,936
+844
217
$316K 0.04%
6,057
+11
218
$311K 0.04%
1,082
+39
219
$309K 0.04%
5,208
+429
220
$309K 0.04%
3,250
+29
221
$307K 0.04%
7,424
+316
222
$305K 0.04%
2,503
-4
223
$304K 0.04%
1,395
+114
224
$302K 0.04%
4,032
225
$302K 0.04%
5,184
-1,161
7 8
9
10 11