BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
-$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.93M
3
+$4.3M
4
ABT icon
Abbott
ABT
+$3.49M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$2.81M

Top Sells

1
+$113M
2
+$67M
3
+$31M
4
PFE icon
Pfizer
PFE
+$30.7M
5
NKE icon
Nike
NKE
+$14.2M

Sector Composition

1 Consumer Discretionary 28.21%
2 Technology 20%
3 Communication Services 4.4%
4 Financials 4.09%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$656K 0.02%
23,913
-70
277
$653K 0.02%
2,562
+459
278
$652K 0.02%
4,393
-75
279
$652K 0.02%
8,918
+2,451
280
$644K 0.02%
23,265
+570
281
$634K 0.02%
15,133
282
$629K 0.02%
11,170
283
$629K 0.02%
11,759
-340
284
$627K 0.02%
11,484
-6,577
285
$625K 0.02%
10,071
-3,188
286
$621K 0.02%
3,810
-1,225
287
$615K 0.02%
9,428
-425
288
$607K 0.02%
4,520
-612
289
$598K 0.02%
16,125
-504
290
$598K 0.02%
22,326
-6,303
291
$598K 0.02%
7,148
-9
292
$597K 0.02%
4,253
-104
293
$595K 0.02%
11,925
-1,838
294
$589K 0.02%
3,532
-305
295
$587K 0.02%
6,444
-5,018
296
$574K 0.02%
74,197
+73
297
$571K 0.02%
7,860
-495
298
$570K 0.02%
10,299
-4,009
299
$568K 0.02%
11,391
-25
300
$568K 0.02%
1,075
+4
10 11
12
13 14