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
301
$472K 0.02%
6,156
+136
302
$472K 0.02%
6,274
-6,703
303
$470K 0.02%
3,621
+141
304
$467K 0.02%
18,183
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305
$466K 0.02%
2,894
+114
306
$463K 0.02%
1,242
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307
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2,889
-76
308
$458K 0.02%
5,192
+903
309
$455K 0.02%
4,285
-267
310
$454K 0.02%
4,864
+164
311
$451K 0.02%
10,235
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312
$451K 0.02%
6,150
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313
$450K 0.02%
1,697
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314
$449K 0.02%
15,267
+3,480
315
$448K 0.02%
16,247
+1,641
316
$447K 0.02%
7,858
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317
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42,688
318
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4,123
-894
319
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2,710
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320
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+12,386
321
$430K 0.02%
5,671
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322
$429K 0.02%
8,908
323
$426K 0.02%
6,255
+423
324
$423K 0.02%
+8,482
325
$422K 0.02%
3,791
-95
11 12
13
14 15