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
$2.15B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$6.43M
3
+$5.46M
4
XOM icon
Exxon Mobil
XOM
+$4.95M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$4.08M

Top Sells

1
+$2.42M
2
+$653K
3
+$630K
4
MTG icon
MGIC Investment
MTG
+$585K
5
ORCL icon
Oracle
ORCL
+$580K

Sector Composition

1 Consumer Discretionary 30.7%
2 Technology 16.94%
3 Communication Services 10.48%
4 Financials 2.85%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$439K 0.02%
895
+2
302
$436K 0.02%
3,297
+656
303
$432K 0.02%
5,056
+264
304
$426K 0.02%
18,637
-4,075
305
$423K 0.02%
7,237
+578
306
$421K 0.02%
3,566
+27
307
$421K 0.02%
13,300
+4,000
308
$416K 0.02%
638
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309
$411K 0.02%
10,083
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310
$408K 0.02%
15,626
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311
$406K 0.02%
18,881
+8
312
$404K 0.02%
8,858
-160
313
$399K 0.02%
6,860
314
$399K 0.02%
3,990
+174
315
$397K 0.02%
12,672
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316
$395K 0.02%
8,203
-13
317
$393K 0.02%
6,495
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318
$391K 0.02%
2,885
+1,048
319
$390K 0.02%
5,293
-1,044
320
$387K 0.02%
6,000
321
$382K 0.02%
17,544
322
$381K 0.02%
3,478
+508
323
$378K 0.02%
3,856
+931
324
$377K 0.02%
5,474
+13
325
$371K 0.02%
8,050
+474
11 12
13
14 15