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
376
$1.09M 0.03%
3,781
-573
377
$1.08M 0.03%
6,785
+2,398
378
$1.08M 0.03%
24,049
+7,405
379
$1.08M 0.03%
9,891
+2,315
380
$1.08M 0.03%
+10,644
381
$1.07M 0.03%
+11,106
382
$1.07M 0.03%
38,089
+271
383
$1.06M 0.03%
28,194
-7,371
384
$1.06M 0.03%
+11,321
385
$1.06M 0.03%
11,420
-47
386
$1.05M 0.03%
14,454
-725
387
$1.05M 0.03%
23,291
+58
388
$1.05M 0.03%
29,759
+1,208
389
$1.05M 0.03%
5,206
+470
390
$1.05M 0.03%
19,324
+8,751
391
$1.05M 0.03%
2,979
+238
392
$1.05M 0.03%
44,948
-2,478
393
$1.04M 0.02%
4,048
+325
394
$1.04M 0.02%
25,692
+18,040
395
$1.04M 0.02%
31,828
+5,925
396
$1.03M 0.02%
4,178
-38
397
$1.03M 0.02%
20,913
+11,877
398
$1.02M 0.02%
5,191
+2,412
399
$1M 0.02%
19,169
+427
400
$1M 0.02%
15,084
-258
14 15
16
17 18