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
26
$23.6M 0.57%
162,178
+7,108
27
$23.4M 0.56%
46,521
+880
28
$23.1M 0.55%
37,785
-178
29
$22.3M 0.54%
239,340
-8,724
30
$21.9M 0.53%
23,670
-639
31
$21.9M 0.52%
36,448
+230
32
$21.2M 0.51%
674,460
+53,387
33
$21.1M 0.51%
28
34
$20.7M 0.5%
85,438
-319
35
$20.4M 0.49%
202,465
+146,656
36
$20.1M 0.48%
63,816
+12,246
37
$19.1M 0.46%
606,590
+43,691
38
$18.4M 0.44%
696,732
-19,967
39
$17.2M 0.41%
32,532
+35
40
$16.2M 0.39%
71,893
+15,396
41
$15.2M 0.36%
252,891
+7,128
42
$15M 0.36%
133,148
+1,866
43
$14.8M 0.36%
44,993
+1,815
44
$14.2M 0.34%
558,023
+15,246
45
$14.1M 0.34%
34,686
+6,474
46
$13.8M 0.33%
162,923
+780
47
$13M 0.31%
125,872
+32,358
48
$12.8M 0.31%
105,693
+5,517
49
$12.8M 0.31%
279,983
+727
50
$12.4M 0.3%
40,377
+108
1
2
3 4 5