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
$1.76B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.32M
3
+$4.02M
4
TSLA icon
Tesla
TSLA
+$3.33M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.2M

Top Sells

1
+$119M
2
+$46.7M
3
+$2.93M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.32M
5
COST icon
Costco
COST
+$1.21M

Sector Composition

1 Consumer Discretionary 25.84%
2 Technology 20.89%
3 Communication Services 4.09%
4 Healthcare 3.2%
5 Financials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$272K 0.02%
4,023
+142
402
$272K 0.02%
7,673
403
$272K 0.02%
2,828
-27
404
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1,162
+19
405
$266K 0.02%
156,360
406
$266K 0.02%
37,765
-890
407
$265K 0.02%
3,096
+101
408
$264K 0.02%
383
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409
$263K 0.02%
16,772
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410
$262K 0.01%
4,200
-18
411
$262K 0.01%
16,450
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412
$260K 0.01%
4,939
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413
$260K 0.01%
3,970
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414
$258K 0.01%
6,299
-64
415
$256K 0.01%
1,871
-2
416
$255K 0.01%
4,130
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417
$255K 0.01%
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418
$254K 0.01%
54,517
-7,789
419
$249K 0.01%
2,625
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420
$249K 0.01%
4,395
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421
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4,788
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422
$246K 0.01%
+1,681
423
$246K 0.01%
5,857
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424
$245K 0.01%
8,090
-1,615
425
$243K 0.01%
5,012
+6
15 16
17
18 19