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
$1.76B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.32M
3
+$4.02M
4
TSLA icon
Tesla
TSLA
+$3.33M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.2M

Top Sells

1
+$119M
2
+$46.7M
3
+$2.93M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.32M
5
COST icon
Costco
COST
+$1.21M

Sector Composition

1 Consumer Discretionary 25.84%
2 Technology 20.89%
3 Communication Services 4.09%
4 Healthcare 3.2%
5 Financials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$531K 0.03%
15,194
+1,418
277
$528K 0.03%
5,322
+30
278
$527K 0.03%
719
+569
279
$527K 0.03%
6,886
+998
280
$523K 0.03%
2,291
+19
281
$523K 0.03%
3,958
-2,675
282
$522K 0.03%
22,309
-620
283
$521K 0.03%
17,760
+117
284
$513K 0.03%
2,991
-47
285
$509K 0.03%
14,454
+126
286
$507K 0.03%
11,388
+34
287
$500K 0.03%
+2,970
288
$492K 0.03%
4,505
+268
289
$492K 0.03%
5,541
-1,255
290
$490K 0.03%
2,050
+8
291
$480K 0.03%
1,245
-1,284
292
$469K 0.03%
10,573
+772
293
$469K 0.03%
46,065
294
$467K 0.03%
27,236
-207
295
$466K 0.03%
5,625
+2,121
296
$465K 0.03%
8,484
+574
297
$464K 0.03%
1,005
-14
298
$462K 0.03%
3,456
-72
299
$459K 0.03%
+10,940
300
$457K 0.03%
6,086
+288
10 11
12
13 14