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
$2.15B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$6.43M
3
+$5.46M
4
XOM icon
Exxon Mobil
XOM
+$4.95M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$4.08M

Top Sells

1
+$2.42M
2
+$653K
3
+$630K
4
MTG icon
MGIC Investment
MTG
+$585K
5
ORCL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$204K 0.01%
+4,361
477
$204K 0.01%
36,717
478
$204K 0.01%
1,960
+51
479
$203K 0.01%
+2,406
480
$203K 0.01%
9,629
+202
481
$202K 0.01%
1,286
-14
482
$202K 0.01%
5,467
-27
483
$201K 0.01%
5,289
+2
484
$200K 0.01%
6,125
485
$200K 0.01%
+2,393
486
$199K 0.01%
13,455
+163
487
$186K 0.01%
11,137
+172
488
$184K 0.01%
8,333
489
$173K 0.01%
1,230
490
$137K 0.01%
13,443
+255
491
$134K 0.01%
26,237
492
$132K 0.01%
1,360
+7
493
$115K 0.01%
9,140
494
$115K 0.01%
4,077
+134
495
$103K ﹤0.01%
30,000
496
$98K ﹤0.01%
10,000
497
$98K ﹤0.01%
10,000
498
$92K ﹤0.01%
1,326
499
$91K ﹤0.01%
14,215
+70
500
$82K ﹤0.01%
+11,765
18 19
20
21 22