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
251
$585K 0.03%
11,723
+39
252
$582K 0.03%
19,641
-322
253
$578K 0.03%
1,202
-53
254
$576K 0.03%
42,607
-10,050
255
$575K 0.03%
4,819
+291
256
$566K 0.03%
1,986
+29
257
$553K 0.03%
6,507
-242
258
$550K 0.03%
35,191
+769
259
$547K 0.03%
1,313
+246
260
$545K 0.03%
9,515
+103
261
$535K 0.02%
1,884
+19
262
$535K 0.02%
10,938
+68
263
$534K 0.02%
4,336
-346
264
$526K 0.02%
8,373
+169
265
$524K 0.02%
50,716
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266
$523K 0.02%
2,169
-75
267
$521K 0.02%
8,759
-365
268
$520K 0.02%
60,087
-11,117
269
$519K 0.02%
1,329
+27
270
$517K 0.02%
30,603
+218
271
$511K 0.02%
14,216
-1,050
272
$509K 0.02%
13,442
+6,626
273
$507K 0.02%
3,994
+1,222
274
$506K 0.02%
2,733
+1
275
$505K 0.02%
6,758
+81
9 10
11
12 13