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
$1.76B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.32M
3
+$4.02M
4
TSLA icon
Tesla
TSLA
+$3.33M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.2M

Top Sells

1
+$119M
2
+$46.7M
3
+$2.93M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.32M
5
COST icon
Costco
COST
+$1.21M

Sector Composition

1 Consumer Discretionary 25.84%
2 Technology 20.89%
3 Communication Services 4.09%
4 Healthcare 3.2%
5 Financials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$204K 0.01%
11,765
477
$203K 0.01%
2,594
-10
478
$203K 0.01%
+5,747
479
$203K 0.01%
1,212
+29
480
$203K 0.01%
+8,636
481
$201K 0.01%
+3,915
482
$201K 0.01%
2,974
-78
483
$200K 0.01%
+2,073
484
$200K 0.01%
+1,074
485
$200K 0.01%
+4,074
486
$196K 0.01%
10,704
-4,695
487
$188K 0.01%
12,175
+740
488
$182K 0.01%
13,455
489
$153K 0.01%
18,134
+1,849
490
$150K 0.01%
15,838
+410
491
$148K 0.01%
58,438
492
$145K 0.01%
8,333
493
$144K 0.01%
10,144
-63
494
$143K 0.01%
99,707
495
$142K 0.01%
15,638
+1,247
496
$138K 0.01%
11,043
+685
497
$133K 0.01%
+11,759
498
$124K 0.01%
11,176
+69
499
$117K 0.01%
+15,101
500
$113K 0.01%
+12,159
18 19
20
21 22