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
$1.67B
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.48M
3
+$3.97M
4
AAPL icon
Apple
AAPL
+$3.86M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.9M

Top Sells

1
+$9.71M
2
+$8.4M
3
+$3.28M
4
AVLR
Avalara, Inc.
AVLR
+$2.24M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.83M

Sector Composition

1 Consumer Discretionary 22.07%
2 Technology 16.96%
3 Communication Services 10.39%
4 Healthcare 3.04%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
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