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
351
$323K 0.02%
3,571
352
$321K 0.01%
3,807
+267
353
$320K 0.01%
1,856
+102
354
$320K 0.01%
4,835
+101
355
$312K 0.01%
958
-42
356
$312K 0.01%
3,484
+550
357
$308K 0.01%
3,031
+107
358
$307K 0.01%
6,656
359
$306K 0.01%
1,230
+176
360
$304K 0.01%
8,108
+247
361
$302K 0.01%
2,778
+6
362
$301K 0.01%
1,707
+107
363
$298K 0.01%
11,678
364
$298K 0.01%
3,876
+183
365
$294K 0.01%
17,045
366
$293K 0.01%
2,620
+45
367
$293K 0.01%
3,158
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368
$289K 0.01%
3,740
+513
369
$288K 0.01%
14,757
+48
370
$287K 0.01%
3,176
+1
371
$286K 0.01%
1,524
-63
372
$284K 0.01%
1,494
+166
373
$283K 0.01%
3,364
374
$282K 0.01%
9,504
+640
375
$282K 0.01%
3,387
+918
13 14
15
16 17