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
$2.12B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21M
3
+$5.11M
4
LRCX icon
Lam Research
LRCX
+$4.6M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.75M

Top Sells

1
+$3.72M
2
+$3.51M
3
+$2.84M
4
MSFT icon
Microsoft
MSFT
+$2.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.96M

Sector Composition

1 Consumer Discretionary 32.07%
2 Technology 18.66%
3 Communication Services 8.72%
4 Financials 2.81%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$232K 0.01%
627
-267
452
$232K 0.01%
+9,042
453
$230K 0.01%
1,311
+25
454
$230K 0.01%
+1,909
455
$228K 0.01%
5,834
+559
456
$228K 0.01%
836
+35
457
$227K 0.01%
3,452
-702
458
$227K 0.01%
+2,354
459
$227K 0.01%
+5,492
460
$226K 0.01%
803
-67
461
$226K 0.01%
+9,401
462
$226K 0.01%
1,034
+34
463
$225K 0.01%
+1,228
464
$225K 0.01%
1,054
-9
465
$224K 0.01%
8,302
+210
466
$223K 0.01%
3,364
-236
467
$222K 0.01%
+3,161
468
$222K 0.01%
+968
469
$222K 0.01%
+2,394
470
$220K 0.01%
2,924
-25
471
$219K 0.01%
3,890
-3,704
472
$219K 0.01%
+3,460
473
$218K 0.01%
+1,266
474
$217K 0.01%
1,459
+13
475
$216K 0.01%
+584
17 18
19
20 21