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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$7.82M
3
+$4.09M
4
AAPL icon
Apple
AAPL
+$3.51M
5
HON icon
Honeywell
HON
+$2.92M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.05M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.82M

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
$669K 0.04%
30,570
+20,283
204
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925
-9
205
$664K 0.04%
14,077
+44
206
$658K 0.04%
6,561
-391
207
$656K 0.04%
12,573
-457
208
$654K 0.04%
9,162
-1,736
209
$652K 0.04%
7,143
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210
$652K 0.04%
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211
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+14,163
212
$645K 0.04%
13,812
-8,153
213
$637K 0.04%
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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11,060
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217
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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
-2,540
221
$587K 0.04%
828
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222
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12,826
-2,308
223
$583K 0.03%
8,744
+263
224
$583K 0.03%
14,095
-9,894
225
$580K 0.03%
14,328
+4,229
7 8
9
10 11