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
401
$995K 0.02%
11,780
+2,944
402
$993K 0.02%
9,919
+43
403
$992K 0.02%
+8,111
404
$989K 0.02%
8,815
+1,068
405
$984K 0.02%
25,448
406
$976K 0.02%
12,872
+3,511
407
$975K 0.02%
14,540
+1,164
408
$960K 0.02%
8,009
+3,399
409
$959K 0.02%
41,802
+7,959
410
$958K 0.02%
1,334
-194
411
$957K 0.02%
5,622
+276
412
$956K 0.02%
1,945
+135
413
$951K 0.02%
5,614
+2,558
414
$939K 0.02%
27,102
+20,472
415
$939K 0.02%
17,663
+3,771
416
$929K 0.02%
1,712
+600
417
$919K 0.02%
5,250
-34
418
$916K 0.02%
14,099
+2,578
419
$914K 0.02%
10,331
+6,137
420
$913K 0.02%
13,558
-8,503
421
$912K 0.02%
3,346
+83
422
$912K 0.02%
6,514
+1,412
423
$910K 0.02%
9,765
+582
424
$906K 0.02%
11,961
+6,408
425
$904K 0.02%
71,260
+9,623
15 16
17
18 19