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
376
$280K 0.01%
6,042
+26
377
$280K 0.01%
20,418
+7,617
378
$280K 0.01%
954
+41
379
$279K 0.01%
7,044
+1,210
380
$278K 0.01%
1,831
-137
381
$276K 0.01%
1,287
+203
382
$276K 0.01%
4,924
+27
383
$276K 0.01%
372
-51
384
$276K 0.01%
2,871
-73
385
$276K 0.01%
5,619
+117
386
$274K 0.01%
2,331
+90
387
$273K 0.01%
2,507
-460
388
$273K 0.01%
3,896
+102
389
$273K 0.01%
+27,618
390
$272K 0.01%
3,882
+2
391
$269K 0.01%
25,509
+133
392
$269K 0.01%
13,080
+25
393
$268K 0.01%
5,334
+2,072
394
$268K 0.01%
+3,506
395
$267K 0.01%
+1,988
396
$267K 0.01%
33,441
+116
397
$266K 0.01%
1,651
+33
398
$265K 0.01%
892
-32
399
$265K 0.01%
2,325
+53
400
$265K 0.01%
1,092
+10
14 15
16
17 18