BJL

Brighton Jones LLC Portfolio holdings

AUM $2.37B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.17B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$14.7M
3
+$10.8M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$10.2M
5
TSLA icon
Tesla
TSLA
+$7.85M

Top Sells

1
+$9.21M
2
+$7.18M
3
+$4.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.68M
5
TMUS icon
T-Mobile US
TMUS
+$1.16M

Sector Composition

1 Consumer Discretionary 25.2%
2 Technology 20.56%
3 Financials 5.46%
4 Communication Services 4.47%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$773K 0.02%
2,239
+88
477
$772K 0.02%
16,115
-461
478
$771K 0.02%
10,838
+7,488
479
$769K 0.02%
3,131
+742
480
$769K 0.02%
8,546
+748
481
$767K 0.02%
9,393
+125
482
$767K 0.02%
+7,217
483
$765K 0.02%
9,130
+2,895
484
$765K 0.02%
18,518
+243
485
$764K 0.02%
17,944
+11,253
486
$757K 0.02%
3,687
+266
487
$756K 0.02%
6,602
+1,029
488
$753K 0.02%
9,017
+1,204
489
$750K 0.02%
16,798
-944
490
$750K 0.02%
27,554
+7,669
491
$748K 0.02%
11,209
+701
492
$744K 0.02%
6,279
+3,533
493
$742K 0.02%
22,114
+13,065
494
$741K 0.02%
5,746
+2,663
495
$741K 0.02%
6,687
+3,229
496
$739K 0.02%
4,928
+885
497
$738K 0.02%
3,209
+1,312
498
$736K 0.02%
9,221
+510
499
$734K 0.02%
28,993
+4,850
500
$733K 0.02%
5,145
+137
18 19
20
21 22