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
$4.17B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$14.8M
3
+$12.5M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$10.5M
5
TSLA icon
Tesla
TSLA
+$10.1M

Top Sells

1
+$9.35M
2
+$7.2M
3
+$5.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.82M
5
TMUS icon
T-Mobile US
TMUS
+$1.15M

Sector Composition

1 Consumer Discretionary 25.2%
2 Technology 20.61%
3 Financials 5.41%
4 Communication Services 4.47%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDB icon
351
MongoDB
MDB
$33.3B
$1.19M 0.03%
3,847
-639
ORLY icon
352
O'Reilly Automotive
ORLY
$83.5B
$1.19M 0.03%
11,064
+1,876
MTCH icon
353
Match Group
MTCH
$8.15B
$1.19M 0.03%
+33,585
ADSK icon
354
Autodesk
ADSK
$65B
$1.18M 0.03%
3,729
-226
WSM icon
355
Williams-Sonoma
WSM
$21.4B
$1.18M 0.03%
6,057
-127
PRFZ icon
356
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.64B
$1.17M 0.03%
25,751
-60
FBTC icon
357
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$1.17M 0.03%
11,693
+2,880
EPD icon
358
Enterprise Products Partners
EPD
$70.5B
$1.16M 0.03%
37,127
+367
IJK icon
359
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.22B
$1.16M 0.03%
12,105
+4,636
CTVA icon
360
Corteva
CTVA
$44.6B
$1.16M 0.03%
17,128
+2,432
FNF icon
361
Fidelity National Financial
FNF
$15.8B
$1.16M 0.03%
19,103
+9,154
VLTO icon
362
Veralto
VLTO
$25.4B
$1.15M 0.03%
10,796
+3,846
GL icon
363
Globe Life
GL
$10.5B
$1.15M 0.03%
8,039
+939
MDY icon
364
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$1.15M 0.03%
1,925
-1
DOV icon
365
Dover
DOV
$26.2B
$1.15M 0.03%
6,871
+2,241
KR icon
366
Kroger
KR
$41.6B
$1.14M 0.03%
16,960
+254
LAMR icon
367
Lamar Advertising Co
LAMR
$13.5B
$1.14M 0.03%
9,328
+1,258
IAU icon
368
iShares Gold Trust
IAU
$65.4B
$1.14M 0.03%
15,646
+3,871
WDAY icon
369
Workday
WDAY
$57.8B
$1.13M 0.03%
4,690
+702
MRVL icon
370
Marvell Technology
MRVL
$83.9B
$1.13M 0.03%
13,396
-3,204
CIEN icon
371
Ciena
CIEN
$28.5B
$1.12M 0.03%
7,702
+2,257
STE icon
372
Steris
STE
$25.8B
$1.11M 0.03%
4,497
+3,083
SUB icon
373
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$1.11M 0.03%
10,392
+2,559
BP icon
374
BP
BP
$91.5B
$1.11M 0.03%
32,088
+359
LNG icon
375
Cheniere Energy
LNG
$44.3B
$1.1M 0.03%
4,665
+699
13 14
15
16 17