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
326
$421K 0.02%
3,430
+17
327
$421K 0.02%
3,951
+179
328
$418K 0.02%
13,163
+1,398
329
$418K 0.02%
2,385
+200
330
$417K 0.02%
3,834
+100
331
$414K 0.02%
23,431
+174
332
$414K 0.02%
6,840
+360
333
$412K 0.02%
5,486
+2,545
334
$406K 0.02%
6,339
+316
335
$405K 0.02%
5,605
+21
336
$404K 0.02%
7,703
-2
337
$402K 0.02%
5,760
-2,056
338
$398K 0.02%
9,639
-151
339
$397K 0.02%
8,594
-820
340
$395K 0.02%
6,810
+29
341
$394K 0.02%
7,191
+2
342
$394K 0.02%
11,340
+1,401
343
$392K 0.02%
+451
344
$390K 0.02%
15,438
-15,938
345
$389K 0.02%
1,475
+14
346
$386K 0.02%
4,738
+442
347
$382K 0.02%
25,048
+2,344
348
$378K 0.02%
1,871
+43
349
$375K 0.02%
7,787
-3,232
350
$373K 0.02%
3,107
+120
12 13
14
15 16