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
$1.97B
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.7M
3
+$10.2M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.23M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.78M

Top Sells

1
+$27M
2
+$2.13M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
GBX icon
The Greenbrier Companies
GBX
+$1.13M

Sector Composition

1 Consumer Discretionary 28.88%
2 Technology 21.55%
3 Communication Services 5.43%
4 Healthcare 3.06%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$222K 0.01%
40,780
+223
477
$222K 0.01%
3,206
-184
478
$221K 0.01%
319
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479
$219K 0.01%
3,724
+94
480
$219K 0.01%
6,454
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481
$217K 0.01%
2,193
482
$216K 0.01%
+12,165
483
$216K 0.01%
+1,043
484
$214K 0.01%
440
-53
485
$214K 0.01%
2,662
+200
486
$214K 0.01%
785
+31
487
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+744
488
$211K 0.01%
3,999
+205
489
$211K 0.01%
6,334
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490
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2,424
-817
491
$210K 0.01%
1,257
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492
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4,249
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493
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6,020
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494
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827
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495
$208K 0.01%
20,528
-6,673
496
$206K 0.01%
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497
$205K 0.01%
2,550
-158
498
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+632
499
$205K 0.01%
+2,972
500
$205K 0.01%
2,220
-93
18 19
20
21 22