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
326
$1.29M 0.03%
22,486
+3,673
327
$1.29M 0.03%
15,438
+1,822
328
$1.29M 0.03%
26,089
+268
329
$1.28M 0.03%
8,757
+2,110
330
$1.27M 0.03%
10,470
+4,337
331
$1.26M 0.03%
13,813
+8,520
332
$1.26M 0.03%
6,135
-2
333
$1.26M 0.03%
12,552
+7,954
334
$1.26M 0.03%
3,357
-91
335
$1.25M 0.03%
15,954
-2,739
336
$1.25M 0.03%
44,185
+29,424
337
$1.25M 0.03%
17,013
+10,102
338
$1.24M 0.03%
27,807
-580
339
$1.23M 0.03%
6,923
+1,558
340
$1.23M 0.03%
35,344
+27,764
341
$1.22M 0.03%
3,629
+1,263
342
$1.22M 0.03%
9,498
+430
343
$1.22M 0.03%
4,691
-387
344
$1.22M 0.03%
15,115
+9,685
345
$1.21M 0.03%
14,447
-10,314
346
$1.21M 0.03%
18,013
+96
347
$1.21M 0.03%
5,681
+1,177
348
$1.2M 0.03%
27,053
+9,423
349
$1.2M 0.03%
11,263
+7,636
350
$1.2M 0.03%
4,562
+3,565
12 13
14
15 16