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
426
$903K 0.02%
4,145
+1,573
427
$902K 0.02%
12,272
-575
428
$900K 0.02%
11,262
+290
429
$899K 0.02%
15,640
+1,306
430
$897K 0.02%
10,614
+3,048
431
$896K 0.02%
9,900
432
$890K 0.02%
6,248
-296
433
$889K 0.02%
30,009
-685
434
$886K 0.02%
9,168
+560
435
$883K 0.02%
3,745
+686
436
$883K 0.02%
5,450
-87
437
$880K 0.02%
35,775
+1,926
438
$879K 0.02%
4,973
+370
439
$879K 0.02%
6,936
-18
440
$874K 0.02%
6,351
+11
441
$871K 0.02%
6,715
+1,673
442
$869K 0.02%
897
+126
443
$868K 0.02%
7,014
+975
444
$860K 0.02%
10,437
+4,535
445
$859K 0.02%
2,670
+1,164
446
$857K 0.02%
6,679
+677
447
$851K 0.02%
+3,093
448
$848K 0.02%
4,745
+1,513
449
$845K 0.02%
4,493
+1,972
450
$842K 0.02%
10,833
+5,648
16 17
18
19 20