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
276
$1.53M 0.04%
10,720
+6,715
277
$1.53M 0.04%
+37,865
278
$1.53M 0.04%
43,669
+13,791
279
$1.52M 0.04%
16,030
+2,686
280
$1.52M 0.04%
45,568
+63
281
$1.51M 0.04%
13,584
-322
282
$1.51M 0.04%
5,819
-109
283
$1.5M 0.04%
9,920
+2,208
284
$1.5M 0.04%
4,628
+1,605
285
$1.5M 0.04%
10,745
+189
286
$1.49M 0.04%
23,786
-1,032
287
$1.48M 0.04%
72,900
288
$1.47M 0.04%
19,542
+8,747
289
$1.46M 0.04%
34,423
+11,529
290
$1.46M 0.04%
17,691
+7,210
291
$1.46M 0.04%
45,311
+11,874
292
$1.45M 0.03%
8,488
+696
293
$1.44M 0.03%
7,106
+3,050
294
$1.44M 0.03%
17,577
+10
295
$1.44M 0.03%
38,089
+6,160
296
$1.43M 0.03%
10,216
+7,426
297
$1.41M 0.03%
26,000
+5,520
298
$1.41M 0.03%
11,086
+4,619
299
$1.41M 0.03%
7,408
+1,598
300
$1.41M 0.03%
30,748
+5,183
10 11
12
13 14