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
$1.97B
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.7M
3
+$10.2M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.23M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.78M

Top Sells

1
+$27M
2
+$2.13M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
GBX icon
The Greenbrier Companies
GBX
+$1.13M

Sector Composition

1 Consumer Discretionary 28.88%
2 Technology 21.55%
3 Communication Services 5.43%
4 Healthcare 3.06%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$713K 0.04%
2,758
-265
227
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9,457
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228
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232
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246
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248
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1,499
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250
$620K 0.03%
14,752
+10
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