BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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
+$13.1M
2
+$12.6M
3
+$10.3M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.49M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$4.09M

Top Sells

1
+$26.2M
2
+$1.89M
3
+$1.21M
4
GBX icon
The Greenbrier Companies
GBX
+$1.21M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.16M

Sector Composition

1 Consumer Discretionary 28.88%
2 Technology 21.54%
3 Communication Services 5.43%
4 Healthcare 3.06%
5 Financials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$267K 0.01%
24,382
+1,788
427
$267K 0.01%
5,212
+342
428
$267K 0.01%
4,830
+402
429
$264K 0.01%
21,810
-1,729
430
$263K 0.01%
+11,605
431
$262K 0.01%
5,045
+3
432
$262K 0.01%
1,253
+52
433
$258K 0.01%
2,973
+18
434
$258K 0.01%
20,756
-4,076
435
$257K 0.01%
436
+50
436
$256K 0.01%
8,349
+719
437
$256K 0.01%
5,712
+1
438
$256K 0.01%
5,556
-120
439
$252K 0.01%
+8,779
440
$251K 0.01%
17,575
+1
441
$251K 0.01%
6,101
-1,405
442
$250K 0.01%
11,773
+2
443
$250K 0.01%
1,090
-141
444
$249K 0.01%
37,701
+161
445
$249K 0.01%
7,547
+1,844
446
$248K 0.01%
644
-172
447
$248K 0.01%
972
-94
448
$248K 0.01%
10,980
+33
449
$248K 0.01%
3,245
+14
450
$247K 0.01%
10,298
-20,664
16 17
18
19 20