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
251
$1.73M 0.04%
12,073
+2,797
252
$1.7M 0.04%
21,693
+41
253
$1.7M 0.04%
8,821
+91
254
$1.69M 0.04%
12,396
+6,555
255
$1.69M 0.04%
100,431
+657
256
$1.68M 0.04%
11,825
+407
257
$1.68M 0.04%
3,934
+298
258
$1.67M 0.04%
8,168
+2,087
259
$1.67M 0.04%
26,374
+3,529
260
$1.66M 0.04%
12,356
+6,344
261
$1.65M 0.04%
17,564
+8,592
262
$1.64M 0.04%
37,325
+21,843
263
$1.63M 0.04%
2,906
+2,335
264
$1.63M 0.04%
55,003
-14,338
265
$1.62M 0.04%
6,219
+634
266
$1.61M 0.04%
5,890
+270
267
$1.6M 0.04%
8,544
+1,807
268
$1.59M 0.04%
12,145
+112
269
$1.58M 0.04%
2,786
+394
270
$1.58M 0.04%
56,555
-318
271
$1.57M 0.04%
1,191
+62
272
$1.56M 0.04%
10,258
273
$1.55M 0.04%
34,473
+9,645
274
$1.55M 0.04%
7,026
+360
275
$1.54M 0.04%
11,720
+72
9 10
11
12 13