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
$2.15B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$6.43M
3
+$5.46M
4
XOM icon
Exxon Mobil
XOM
+$4.95M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$4.08M

Top Sells

1
+$2.42M
2
+$653K
3
+$630K
4
MTG icon
MGIC Investment
MTG
+$585K
5
ORCL icon
Oracle
ORCL
+$580K

Sector Composition

1 Consumer Discretionary 30.7%
2 Technology 16.94%
3 Communication Services 10.48%
4 Financials 2.85%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$244K 0.01%
6,226
+38
427
$244K 0.01%
2,037
-138
428
$243K 0.01%
1,545
+3
429
$241K 0.01%
23,643
+503
430
$240K 0.01%
3,909
+449
431
$239K 0.01%
3,524
-318
432
$238K 0.01%
3,787
+85
433
$238K 0.01%
3,270
+13
434
$237K 0.01%
+1,735
435
$236K 0.01%
3,560
-300
436
$236K 0.01%
2,067
+225
437
$235K 0.01%
1,874
+148
438
$234K 0.01%
2,344
-10
439
$234K 0.01%
39,003
-2,500
440
$230K 0.01%
2,302
-148
441
$228K 0.01%
51
442
$227K 0.01%
2,928
+39
443
$227K 0.01%
1,119
+18
444
$227K 0.01%
2,909
+318
445
$226K 0.01%
+2,504
446
$226K 0.01%
+1,985
447
$226K 0.01%
8,496
448
$226K 0.01%
1,371
-114
449
$225K 0.01%
1,365
+54
450
$225K 0.01%
+3,200
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