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
351
$350K 0.02%
+9,853
352
$348K 0.02%
1,767
+397
353
$348K 0.02%
4,069
-256
354
$347K 0.02%
9,192
355
$345K 0.02%
7,886
+75
356
$341K 0.02%
20,947
-555
357
$339K 0.02%
3,297
+32
358
$338K 0.02%
22,469
+243
359
$334K 0.02%
37,376
+659
360
$331K 0.02%
+8,429
361
$331K 0.02%
6,093
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362
$328K 0.02%
4,577
-756
363
$319K 0.02%
+1,043
364
$318K 0.02%
1,853
+55
365
$317K 0.02%
6,261
-736
366
$314K 0.02%
2,042
+35
367
$313K 0.02%
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368
$311K 0.02%
1,696
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369
$310K 0.02%
1,463
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370
$310K 0.02%
3,059
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371
$309K 0.02%
4,130
-47
372
$307K 0.02%
10,194
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373
$303K 0.02%
6,000
374
$302K 0.02%
959
+85
375
$302K 0.02%
4,205
+1,127
13 14
15
16 17