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
$1.76B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.32M
3
+$4.02M
4
TSLA icon
Tesla
TSLA
+$3.33M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.2M

Top Sells

1
+$119M
2
+$46.7M
3
+$2.93M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.32M
5
COST icon
Costco
COST
+$1.21M

Sector Composition

1 Consumer Discretionary 25.84%
2 Technology 20.89%
3 Communication Services 4.09%
4 Healthcare 3.2%
5 Financials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$400K 0.02%
18,094
-15
327
$396K 0.02%
84,318
+2,727
328
$395K 0.02%
2,375
+140
329
$392K 0.02%
2,796
+439
330
$390K 0.02%
5,166
+376
331
$386K 0.02%
5,990
-522
332
$385K 0.02%
11,941
+53
333
$383K 0.02%
+11,200
334
$382K 0.02%
1,234
+650
335
$382K 0.02%
4,378
+77
336
$380K 0.02%
3,845
-127
337
$377K 0.02%
4,103
+46
338
$377K 0.02%
2,200
-83
339
$372K 0.02%
+6,744
340
$371K 0.02%
5,102
+108
341
$371K 0.02%
3,553
+323
342
$369K 0.02%
38,011
-11,097
343
$369K 0.02%
+280
344
$364K 0.02%
+5,073
345
$363K 0.02%
+6,215
346
$361K 0.02%
5,684
+3
347
$360K 0.02%
4,179
+234
348
$353K 0.02%
40,014
+14,263
349
$351K 0.02%
2,833
+885
350
$351K 0.02%
12,870
+1,834
12 13
14
15 16