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
26
$8.68M 0.49%
83,680
+8,373
27
$8.65M 0.49%
70,509
+10,870
28
$8.28M 0.47%
26,809
-70
29
$8.05M 0.46%
52,183
+850
30
$7.73M 0.44%
327,643
+106,883
31
$7.5M 0.43%
15,086
-2,432
32
$7.36M 0.42%
123,624
-640
33
$7.31M 0.42%
22,793
+389
34
$7.29M 0.41%
104,245
-1,730
35
$6.82M 0.39%
245,530
+39,340
36
$6.81M 0.39%
295,147
+43,725
37
$6.7M 0.38%
14,181
+2,354
38
$6.34M 0.36%
86,603
+120
39
$6.34M 0.36%
33,929
-221
40
$6.05M 0.34%
384,036
+474
41
$5.57M 0.32%
18,860
+211
42
$5.51M 0.31%
27,603
-1,192
43
$5.5M 0.31%
44,230
+4,703
44
$5.5M 0.31%
35,493
+3,173
45
$5.49M 0.31%
39,750
+1,151
46
$5.43M 0.31%
14,445
+1,588
47
$5.33M 0.3%
137,808
-34,072
48
$5.31M 0.3%
56,734
+1,264
49
$5.31M 0.3%
25,070
+6,227
50
$5.2M 0.3%
24,661
-54
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