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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$11.6M
3
+$7.41M
4
NVDA icon
NVIDIA
NVDA
+$6.5M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.69M

Top Sells

1
+$94.7M
2
+$21.3M
3
+$11.4M
4
APP icon
Applovin
APP
+$11.3M
5
ORCL icon
Oracle
ORCL
+$10.6M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.21%
3 Financials 4.82%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.52M 0.05%
1,100
+50
202
$1.52M 0.05%
19,610
+11,804
203
$1.49M 0.05%
1,574
-1
204
$1.49M 0.05%
20,972
+982
205
$1.47M 0.05%
13,376
+1,250
206
$1.47M 0.05%
5,932
+16
207
$1.45M 0.05%
8,359
+843
208
$1.45M 0.05%
7,055
+867
209
$1.45M 0.05%
9,847
+949
210
$1.44M 0.05%
2,810
-160
211
$1.43M 0.05%
11,974
-23
212
$1.41M 0.05%
21,613
+709
213
$1.41M 0.05%
11,408
+1,169
214
$1.38M 0.04%
13,176
+2,779
215
$1.38M 0.04%
3,177
-166
216
$1.38M 0.04%
8,745
+884
217
$1.38M 0.04%
6,646
+146
218
$1.36M 0.04%
+12,227
219
$1.36M 0.04%
5,485
-34
220
$1.33M 0.04%
21,831
+2,103
221
$1.32M 0.04%
46,793
-1,786
222
$1.32M 0.04%
15,209
+229
223
$1.32M 0.04%
72,900
224
$1.27M 0.04%
2,348
+35
225
$1.26M 0.04%
13,664
+464
7 8
9
10 11