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
$1.97B
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.7M
3
+$10.2M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.23M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.78M

Top Sells

1
+$27M
2
+$2.13M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
GBX icon
The Greenbrier Companies
GBX
+$1.13M

Sector Composition

1 Consumer Discretionary 28.88%
2 Technology 21.55%
3 Communication Services 5.43%
4 Healthcare 3.06%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$246K 0.01%
+3,911
452
$246K 0.01%
746
+99
453
$246K 0.01%
3,000
+38
454
$245K 0.01%
9,579
+34
455
$245K 0.01%
4,255
456
$245K 0.01%
3,603
-688
457
$239K 0.01%
3,168
+112
458
$239K 0.01%
40
+3
459
$238K 0.01%
10,642
460
$237K 0.01%
3,211
-173
461
$237K 0.01%
4,234
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462
$235K 0.01%
7,810
-310
463
$235K 0.01%
3,468
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464
$234K 0.01%
+2,090
465
$232K 0.01%
2,388
+197
466
$232K 0.01%
6,245
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467
$231K 0.01%
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-105
468
$231K 0.01%
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469
$229K 0.01%
2,176
+106
470
$226K 0.01%
4,524
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471
$226K 0.01%
4,941
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472
$225K 0.01%
3,656
-335
473
$224K 0.01%
+1,563
474
$224K 0.01%
+2,171
475
$223K 0.01%
307
+21
17 18
19
20 21