BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21M
3
+$5.11M
4
LRCX icon
Lam Research
LRCX
+$4.6M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.75M

Top Sells

1
+$3.72M
2
+$3.51M
3
+$2.84M
4
MSFT icon
Microsoft
MSFT
+$2.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.96M

Sector Composition

1 Consumer Discretionary 32.07%
2 Technology 18.66%
3 Communication Services 8.72%
4 Financials 2.81%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$216K 0.01%
+1,203
477
$216K 0.01%
5,287
+426
478
$214K 0.01%
+1,974
479
$214K 0.01%
3,137
+52
480
$214K 0.01%
+1,496
481
$213K 0.01%
2,682
482
$213K 0.01%
+1,842
483
$213K 0.01%
2,049
+132
484
$211K 0.01%
+2,218
485
$211K 0.01%
+2,414
486
$211K 0.01%
2,469
-614
487
$211K 0.01%
566
-1
488
$210K 0.01%
+1,084
489
$210K 0.01%
36,717
490
$210K 0.01%
1,230
491
$208K 0.01%
+2,169
492
$206K 0.01%
+1,525
493
$205K 0.01%
+5,494
494
$204K 0.01%
+256
495
$202K 0.01%
+1,113
496
$201K 0.01%
+2,866
497
$201K 0.01%
+2,555
498
$200K 0.01%
+26,237
499
$200K 0.01%
+879
500
$200K 0.01%
+3,774
18 19
20
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