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
451
$842K 0.02%
+9,116
452
$830K 0.02%
2,002
+49
453
$827K 0.02%
7,474
+18
454
$820K 0.02%
6,349
+87
455
$819K 0.02%
10,690
+118
456
$816K 0.02%
17,041
+2,090
457
$809K 0.02%
20,641
-564
458
$806K 0.02%
6,212
+114
459
$804K 0.02%
18,964
+54
460
$801K 0.02%
23,580
+2,685
461
$801K 0.02%
2,998
-89
462
$800K 0.02%
6,431
-22
463
$797K 0.02%
8,256
+1,949
464
$794K 0.02%
22,385
-1,937
465
$794K 0.02%
80,103
+39,400
466
$791K 0.02%
13,078
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467
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12,916
+1,092
468
$785K 0.02%
2,552
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469
$784K 0.02%
+7,588
470
$783K 0.02%
22,049
+1,629
471
$781K 0.02%
7,787
-676
472
$780K 0.02%
8,854
+52
473
$780K 0.02%
3,727
+66
474
$776K 0.02%
4,873
+1,474
475
$776K 0.02%
13,976
-130
17 18
19
20 21