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
376
$336K 0.02%
9,973
+2,525
377
$335K 0.02%
3,124
+18
378
$334K 0.02%
3,308
+80
379
$332K 0.02%
3,022
+10
380
$332K 0.02%
2,620
+217
381
$332K 0.02%
2,208
382
$331K 0.02%
2,116
+314
383
$331K 0.02%
1,680
+80
384
$329K 0.02%
46,075
+226
385
$326K 0.02%
1,710
+6
386
$324K 0.02%
1,804
+78
387
$323K 0.02%
40,108
+970
388
$321K 0.02%
+7,377
389
$319K 0.02%
72,819
390
$318K 0.02%
13,094
-398
391
$315K 0.02%
21,058
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392
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+5,429
393
$312K 0.02%
5,346
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394
$311K 0.02%
3,988
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395
$310K 0.02%
6,000
396
$310K 0.02%
1,731
+1
397
$307K 0.02%
+32,240
398
$307K 0.02%
2,317
+560
399
$306K 0.02%
+6,926
400
$306K 0.02%
3,321
-177
14 15
16
17 18