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
326
$371K 0.02%
5,494
-215
327
$371K 0.02%
11,313
+47
328
$368K 0.02%
1,418
+115
329
$366K 0.02%
11,267
+1
330
$364K 0.02%
5,716
-358
331
$362K 0.02%
4,776
-388
332
$360K 0.02%
5,475
+20
333
$353K 0.02%
3,445
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334
$347K 0.02%
9,592
-154
335
$346K 0.02%
9,928
+127
336
$341K 0.02%
5,863
+165
337
$340K 0.02%
1,669
+4
338
$339K 0.02%
6,351
-3
339
$339K 0.02%
6,820
-567
340
$339K 0.02%
4,472
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341
$338K 0.02%
2,813
-4,246
342
$337K 0.02%
759
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343
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6,230
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344
$334K 0.02%
6,588
345
$333K 0.02%
4,471
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346
$327K 0.02%
2,768
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347
$326K 0.02%
22,462
+7,962
348
$325K 0.02%
5,653
-187
349
$325K 0.02%
1,768
+271
350
$323K 0.02%
2,583
+3
12 13
14
15 16