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
$1.97B
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.7M
3
+$10.2M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.23M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.78M

Top Sells

1
+$27M
2
+$2.13M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
GBX icon
The Greenbrier Companies
GBX
+$1.13M

Sector Composition

1 Consumer Discretionary 28.88%
2 Technology 21.55%
3 Communication Services 5.43%
4 Healthcare 3.06%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$527K 0.03%
5,455
-53
277
$519K 0.03%
12,361
-2,266
278
$518K 0.03%
5,763
+76
279
$517K 0.03%
4,478
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280
$511K 0.03%
4,230
-40
281
$510K 0.03%
21,317
-1,888
282
$510K 0.03%
4,082
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283
$508K 0.03%
6,536
-90
284
$506K 0.03%
16,549
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285
$504K 0.03%
11,156
+4,500
286
$504K 0.03%
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287
$503K 0.03%
13,606
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288
$501K 0.03%
8,565
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289
$499K 0.03%
9,062
+76
290
$496K 0.03%
9,252
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291
$488K 0.02%
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292
$485K 0.02%
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293
$485K 0.02%
10,833
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294
$484K 0.02%
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295
$484K 0.02%
2,783
+237
296
$483K 0.02%
30,191
+3,294
297
$482K 0.02%
3,365
+572
298
$482K 0.02%
1,237
+88
299
$479K 0.02%
6,614
+1,362
300
$473K 0.02%
4,646
+129
10 11
12
13 14