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
26
$13.2M 0.67%
330,709
-53,327
27
$13.1M 0.67%
100,228
+9,478
28
$12.3M 0.63%
550,682
+168,867
29
$11.5M 0.58%
126,034
+12,090
30
$11.2M 0.57%
31,972
+2,452
31
$10.4M 0.53%
444,795
+65,650
32
$9.49M 0.48%
376,354
+78,665
33
$9.3M 0.47%
30,991
+5,358
34
$8.93M 0.45%
15,807
+34
35
$8.93M 0.45%
233,658
-3,036
36
$8.86M 0.45%
24,725
-1,704
37
$8.33M 0.42%
54,542
+1,620
38
$8.19M 0.42%
363,877
+44,505
39
$7.89M 0.4%
15,639
+1,320
40
$7.81M 0.4%
118,236
-13
41
$7.68M 0.39%
72,521
+31,575
42
$7.53M 0.38%
88,597
+1,856
43
$7.32M 0.37%
37,385
+80
44
$7.02M 0.36%
101,336
-244
45
$6.86M 0.35%
121,458
-2,596
46
$6.79M 0.34%
17,281
+1,927
47
$6.53M 0.33%
289,383
+36,894
48
$6.24M 0.32%
140,631
+53,643
49
$6.1M 0.31%
22,690
+952
50
$6.05M 0.31%
170,243
+11,063
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