BJL

Brighton Jones LLC Portfolio holdings

AUM $2.37B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.17B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$14.7M
3
+$10.8M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$10.2M
5
TSLA icon
Tesla
TSLA
+$7.85M

Top Sells

1
+$9.21M
2
+$7.18M
3
+$4.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.68M
5
TMUS icon
T-Mobile US
TMUS
+$1.16M

Sector Composition

1 Consumer Discretionary 25.2%
2 Technology 20.56%
3 Financials 5.46%
4 Communication Services 4.47%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.97M 0.05%
35,640
+10,270
227
$1.96M 0.05%
17,634
+376
228
$1.94M 0.05%
51,803
+15,096
229
$1.93M 0.05%
3,524
+18
230
$1.91M 0.05%
40,774
-1,824
231
$1.91M 0.05%
6,385
+3,339
232
$1.89M 0.05%
59,732
+7,544
233
$1.88M 0.05%
42,758
+1,400
234
$1.87M 0.04%
9,865
-51
235
$1.86M 0.04%
1,595
-104
236
$1.85M 0.04%
16,473
+6,460
237
$1.84M 0.04%
4,693
+134
238
$1.84M 0.04%
65,066
+4,156
239
$1.8M 0.04%
16,157
+1,488
240
$1.8M 0.04%
11,580
+344
241
$1.79M 0.04%
14,925
+2,669
242
$1.78M 0.04%
4,809
-31
243
$1.77M 0.04%
8,246
+316
244
$1.77M 0.04%
202,940
+146,408
245
$1.77M 0.04%
5,960
+14
246
$1.76M 0.04%
11,149
-1,135
247
$1.75M 0.04%
49,174
+28,994
248
$1.75M 0.04%
6,269
+1,533
249
$1.75M 0.04%
23,511
+10,329
250
$1.74M 0.04%
3,716
+1,022
8 9
10
11 12