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
401
$304K 0.02%
11,744
402
$303K 0.02%
2,099
-118
403
$301K 0.02%
6,042
-5,307
404
$298K 0.02%
3,527
+140
405
$297K 0.02%
1,398
+302
406
$296K 0.02%
10,825
+171
407
$296K 0.02%
2,701
+152
408
$294K 0.01%
4,268
+117
409
$293K 0.01%
231
+50
410
$288K 0.01%
53,282
-55,095
411
$288K 0.01%
11,876
-12
412
$287K 0.01%
+4,171
413
$287K 0.01%
10,621
-623
414
$286K 0.01%
3,017
+254
415
$286K 0.01%
6,397
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416
$284K 0.01%
9,875
-257
417
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1,384
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418
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7,649
-5,860
419
$279K 0.01%
6,777
-1,630
420
$278K 0.01%
2,966
-546
421
$275K 0.01%
8,176
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422
$273K 0.01%
16,540
+645
423
$271K 0.01%
4,930
+542
424
$271K 0.01%
4,202
+315
425
$269K 0.01%
2,385
+92
15 16
17
18 19