BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
+11.99%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$1.94B
AUM Growth
+$253M
(+15%)
Cap. Flow
+$74.4M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
66.13%
Holding
494
New
64
Increased
269
Reduced
119
Closed
14
Top Buys
| 1 |
T-Mobile US
TMUS
|
+$27.5M |
| 2 |
Amazon
AMZN
|
+$10.1M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$6.88M |
| 4 |
Microsoft
MSFT
|
+$6.67M |
| 5 |
Apple
AAPL
|
+$3.54M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$9.17M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.18M |
| 3 |
Terex
TEX
|
+$1.6M |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$1.52M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$1.41M |
Sector Composition
| 1 | Consumer Discretionary | 33.7% |
| 2 | Technology | 16.62% |
| 3 | Communication Services | 9.92% |
| 4 | Financials | 2.69% |
| 5 | Healthcare | 2.49% |
