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
301
$1.4M 0.03%
12,740
+501
302
$1.4M 0.03%
14,780
+620
303
$1.39M 0.03%
14,657
-126
304
$1.39M 0.03%
12,227
305
$1.39M 0.03%
8,353
-1,001
306
$1.39M 0.03%
4,802
+321
307
$1.39M 0.03%
13,873
+9,556
308
$1.38M 0.03%
16,535
-1,382
309
$1.38M 0.03%
+18,044
310
$1.38M 0.03%
8,555
+2,513
311
$1.38M 0.03%
35,084
+2,391
312
$1.37M 0.03%
14,133
+25
313
$1.37M 0.03%
9,003
+244
314
$1.36M 0.03%
14,297
+6,647
315
$1.36M 0.03%
10,030
+2,135
316
$1.34M 0.03%
6,106
+28
317
$1.34M 0.03%
43,639
+9,679
318
$1.33M 0.03%
+10,081
319
$1.31M 0.03%
67,305
-4,638
320
$1.31M 0.03%
3,935
-470
321
$1.31M 0.03%
1,727
-211
322
$1.31M 0.03%
17,180
+4,551
323
$1.31M 0.03%
2,009
+562
324
$1.3M 0.03%
16,631
+5,908
325
$1.3M 0.03%
9,412
+1,176
11 12
13
14 15