BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
-2.13%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$2.15B
AUM Growth
+$30M
(+1.4%)
Cap. Flow
+$88M
Cap. Flow
% of AUM
4.1%
Top 10 Holdings %
Top 10 Hldgs %
63.93%
Holding
562
New
30
Increased
305
Reduced
141
Closed
46
Top Buys
| 1 |
Applovin
APP
|
$25.8M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$6.43M |
| 3 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$5.46M |
| 4 |
Exxon Mobil
XOM
|
$4.95M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$4.08M |
Top Sells
| 1 |
Amazon
AMZN
|
$2.42M |
| 2 |
AVLR
Avalara, Inc.
AVLR
|
$653K |
| 3 |
Tesla
TSLA
|
$630K |
| 4 |
MGIC Investment
MTG
|
$585K |
| 5 |
Oracle
ORCL
|
$580K |
Sector Composition
| 1 | Consumer Discretionary | 30.7% |
| 2 | Technology | 16.94% |
| 3 | Communication Services | 10.48% |
| 4 | Financials | 2.85% |
| 5 | Healthcare | 2.31% |
