BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.48M
3
+$3.97M
4
AAPL icon
Apple
AAPL
+$3.86M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.9M

Top Sells

1
+$9.71M
2
+$8.4M
3
+$3.28M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.83M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$681K 0.04%
+22,344
202
$676K 0.04%
6,680
-2,323
203
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30,570
+20,283
204
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925
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205
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14,077
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206
$658K 0.04%
6,561
-391
207
$656K 0.04%
12,573
-457
208
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9,162
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209
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7,143
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210
$652K 0.04%
25,170
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211
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+14,163
212
$645K 0.04%
13,812
-8,153
213
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9,900
-8
214
$629K 0.04%
8,089
-1,846
215
$624K 0.04%
5,292
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216
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218
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27,102
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219
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220
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18,540
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221
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828
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222
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12,826
-2,308
223
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8,744
+263
224
$583K 0.03%
14,095
-9,894
225
$580K 0.03%
14,328
+4,229
7 8
9
10 11