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
$1.45B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$5.49M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$2.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.59M

Top Sells

1
+$6.8M
2
+$4.31M
3
+$2.01M
4
SIVB
SVB Financial Group
SIVB
+$726K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$590K

Sector Composition

1 Consumer Discretionary 40.55%
2 Technology 15.81%
3 Communication Services 8%
4 Healthcare 2.34%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$453K 0.03%
16,917
+569
202
$451K 0.03%
2,242
+1,072
203
$446K 0.03%
12,428
+4,977
204
$444K 0.03%
15,846
+1,400
205
$443K 0.03%
3,658
+1,412
206
$435K 0.03%
+2,611
207
$435K 0.03%
5,380
-2,450
208
$434K 0.03%
+1,374
209
$430K 0.03%
1,894
+735
210
$428K 0.03%
6,860
211
$426K 0.03%
4,563
-1,894
212
$425K 0.03%
1,896
-7
213
$423K 0.03%
17,564
+3,534
214
$415K 0.03%
7,219
+1,035
215
$414K 0.03%
19,867
+691
216
$411K 0.03%
+2,753
217
$397K 0.03%
3,459
+184
218
$397K 0.03%
+3,063
219
$396K 0.03%
4,862
+588
220
$393K 0.03%
+3,527
221
$389K 0.03%
+1,546
222
$389K 0.03%
6,906
-20
223
$378K 0.03%
+4,560
224
$374K 0.03%
6,848
225
$372K 0.03%
+3,528
7 8
9
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