BJL
Brighton Jones LLC Portfolio holdings
AUM
$2.71B
1-Year Est. Return
18.89%
This Fund
S&P 500
1 Year Est. Return
+18.89%
AUM
$4.17B
AUM Growth
+$479M
(+13%)
Holding
1,064
Top Buys
| 1 | +$19.5M | |
| 2 | +$14.7M | |
| 3 | +$10.8M | |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$10.2M |
| 5 |
Tesla
TSLA
|
+$7.85M |
Top Sells
| 1 | +$9.21M | |
| 2 | +$7.18M | |
| 3 | +$4.88M | |
| 4 |
Johnson & Johnson
JNJ
|
+$1.68M |
| 5 |
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
Edison International
EIX
$27.2B
| $1.97M | 0.05% |
35,640
+10,270
|
|
||
227
Gilead Sciences
GILD
$170B
| $1.96M | 0.05% |
17,634
+376
|
|
||
228
DraftKings
DKNG
$10.5B
| $1.94M | 0.05% |
51,803
+15,096
|
|
||
229
Ulta Beauty
ULTA
$23.1B
| $1.93M | 0.05% |
3,524
+18
|
|
||
230
Alerian MLP ETF
AMLP
$12.3B
| $1.91M | 0.05% |
40,774
-1,824
|
|
||
231
Zscaler
ZS
$22.8B
| $1.91M | 0.05% |
6,385
+3,339
|
|
||
232
iShares Preferred and Income Securities ETF
PFF
$13.5B
| $1.89M | 0.05% |
59,732
+7,544
|
|
||
233
Verizon
VZ
$214B
| $1.88M | 0.05% |
42,758
+1,400
|
|
||
234
Invesco S&P 500 Equal Weight ETF
RSP
$83.7B
| $1.87M | 0.04% |
9,865
-51
|
|
||
235
Blackrock
BLK
$151B
| $1.86M | 0.04% |
1,595
-104
|
|
||
236
American Electric Power
AEP
$70B
| $1.85M | 0.04% |
16,473
+6,460
|
|
||
237
Vertex Pharmaceuticals
VRTX
$115B
| $1.84M | 0.04% |
4,693
+134
|
|
||
238
AT&T
T
$202B
| $1.84M | 0.04% |
65,066
+4,156
|
|
||
239
Aflac
AFL
$55.7B
| $1.8M | 0.04% |
16,157
+1,488
|
|
||
240
3M
MMM
$75.8B
| $1.8M | 0.04% |
11,580
+344
|
|
||
241
Western Digital
WDC
$92.7B
| $1.79M | 0.04% |
14,925
+2,669
|
|
||
242
Stryker
SYK
$127B
| $1.78M | 0.04% |
4,809
-31
|
|
||
243
Allstate
ALL
$53.8B
| $1.77M | 0.04% |
8,246
+316
|
|
||
244
ADT
ADT
$5.43B
| $1.77M | 0.04% |
202,940
+146,408
|
|
||
245
Vanguard Industrials ETF
VIS
$6.88B
| $1.77M | 0.04% |
5,960
+14
|
|
||
246
CBRE Group
CBRE
$39.8B
| $1.76M | 0.04% |
11,149
-1,135
|
|
||
247
Centene
CNC
$16.5B
| $1.75M | 0.04% |
49,174
+28,994
|
|
||
248
Travelers Companies
TRV
$63B
| $1.75M | 0.04% |
6,269
+1,533
|
|
||
249
Nutanix
NTNX
$10.5B
| $1.75M | 0.04% |
23,511
+10,329
|
|
||
250
HubSpot
HUBS
$12.9B
| $1.74M | 0.04% |
3,716
+1,022
|
|