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
$931M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$4.44M
3
+$3.94M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Top Sells

1
+$2.48M
2
+$2.26M
3
+$2.11M
4
DOCU icon
DocuSign
DOCU
+$1.56M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.27M

Sector Composition

1 Consumer Discretionary 19.87%
2 Technology 17.53%
3 Financials 3.72%
4 Communication Services 3.56%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$389K 0.04%
3,495
+513
202
$384K 0.04%
6,000
203
$384K 0.04%
14,376
+790
204
$382K 0.04%
13,556
+776
205
$369K 0.04%
2,584
-206
206
$368K 0.04%
3,299
+765
207
$367K 0.04%
+8,021
208
$364K 0.04%
4,268
+8
209
$363K 0.04%
6,348
+23
210
$361K 0.04%
4,522
-526
211
$358K 0.04%
1,884
-19
212
$357K 0.04%
5,563
+32
213
$355K 0.04%
1,756
+6
214
$351K 0.04%
9,900
215
$350K 0.04%
2,367
+355
216
$350K 0.04%
8,130
+2,046
217
$349K 0.04%
16,058
-5,312
218
$348K 0.04%
6,346
+1,747
219
$346K 0.04%
5,676
+1,257
220
$345K 0.04%
685
+218
221
$344K 0.04%
4,505
+1,510
222
$339K 0.04%
8,320
+1
223
$334K 0.04%
13,175
+540
224
$332K 0.04%
5,956
+513
225
$331K 0.04%
6,316
7 8
9
10 11