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
351
$1.19M 0.03%
3,847
-639
352
$1.19M 0.03%
11,064
+1,876
353
$1.19M 0.03%
+33,585
354
$1.18M 0.03%
3,729
-226
355
$1.18M 0.03%
6,057
-127
356
$1.17M 0.03%
25,751
-60
357
$1.17M 0.03%
11,693
+2,880
358
$1.16M 0.03%
37,127
+367
359
$1.16M 0.03%
12,105
+4,636
360
$1.16M 0.03%
17,128
+2,432
361
$1.16M 0.03%
19,103
+9,154
362
$1.15M 0.03%
10,796
+3,846
363
$1.15M 0.03%
8,039
+939
364
$1.15M 0.03%
1,925
-1
365
$1.15M 0.03%
6,871
+2,241
366
$1.14M 0.03%
16,960
+254
367
$1.14M 0.03%
9,328
+1,258
368
$1.14M 0.03%
15,646
+3,871
369
$1.13M 0.03%
4,690
+702
370
$1.13M 0.03%
13,396
-3,204
371
$1.12M 0.03%
7,702
+2,257
372
$1.11M 0.03%
4,497
+3,083
373
$1.11M 0.03%
10,392
+2,559
374
$1.11M 0.03%
32,088
+359
375
$1.1M 0.03%
4,665
+699
13 14
15
16 17