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
$1.76B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.32M
3
+$4.02M
4
TSLA icon
Tesla
TSLA
+$3.33M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.2M

Top Sells

1
+$119M
2
+$46.7M
3
+$2.93M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.32M
5
COST icon
Costco
COST
+$1.21M

Sector Composition

1 Consumer Discretionary 25.84%
2 Technology 20.89%
3 Communication Services 4.09%
4 Healthcare 3.2%
5 Financials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$221K 0.01%
+4,887
452
$218K 0.01%
8,450
-1,459
453
$218K 0.01%
3,256
-74
454
$218K 0.01%
+1,432
455
$217K 0.01%
+39
456
$216K 0.01%
593
-100
457
$214K 0.01%
+1,810
458
$213K 0.01%
7,902
-774
459
$213K 0.01%
3,701
-1,016
460
$213K 0.01%
11,913
461
$213K 0.01%
+10,103
462
$213K 0.01%
2,670
-164
463
$212K 0.01%
1,574
-3
464
$212K 0.01%
+1,242
465
$211K 0.01%
737
-62
466
$210K 0.01%
11,580
-1,625
467
$210K 0.01%
+22,249
468
$210K 0.01%
+2,378
469
$208K 0.01%
+5,526
470
$207K 0.01%
5,490
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471
$207K 0.01%
+6,909
472
$206K 0.01%
2,438
-212
473
$205K 0.01%
+2,447
474
$204K 0.01%
+1,425
475
$204K 0.01%
6,434
+54
17 18
19
20 21