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
351
$370K 0.02%
4,966
+431
352
$370K 0.02%
3,311
+94
353
$370K 0.02%
1,064
+45
354
$369K 0.02%
5,578
+123
355
$368K 0.02%
18,094
356
$366K 0.02%
798
+113
357
$364K 0.02%
+6,487
358
$363K 0.02%
11,820
+720
359
$362K 0.02%
14,282
+145
360
$361K 0.02%
9,674
+2,294
361
$360K 0.02%
6,215
362
$357K 0.02%
4,126
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363
$357K 0.02%
8,278
+126
364
$355K 0.02%
1,123
+43
365
$352K 0.02%
6,704
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366
$351K 0.02%
9,600
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367
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368
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4,459
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369
$347K 0.02%
7,271
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370
$346K 0.02%
5,004
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371
$345K 0.02%
2,476
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372
$343K 0.02%
1,646
-525
373
$340K 0.02%
4,526
+333
374
$338K 0.02%
6,840
-177
375
$336K 0.02%
1,226
+12
13 14
15
16 17