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
$2.15B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$6.43M
3
+$5.46M
4
XOM icon
Exxon Mobil
XOM
+$4.95M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$4.08M

Top Sells

1
+$2.42M
2
+$653K
3
+$630K
4
MTG icon
MGIC Investment
MTG
+$585K
5
ORCL icon
Oracle
ORCL
+$580K

Sector Composition

1 Consumer Discretionary 30.7%
2 Technology 16.94%
3 Communication Services 10.48%
4 Financials 2.85%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$685K 0.03%
1,532
+3
227
$672K 0.03%
4,054
+286
228
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3,598
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229
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230
$661K 0.03%
59,871
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231
$658K 0.03%
3,567
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232
$654K 0.03%
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233
$648K 0.03%
17,838
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234
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235
$645K 0.03%
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236
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5,012
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237
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9,300
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238
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239
$625K 0.03%
8,060
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240
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243
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13,109
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244
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245
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246
$598K 0.03%
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247
$596K 0.03%
21,438
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248
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252
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249
$591K 0.03%
4,620
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250
$586K 0.03%
11,886
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10
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