BJL
Brighton Jones LLC Portfolio holdings
AUM
$3.69B
1-Year Return
19.56%
This Quarter Return
+13.43%
1 Year Return
+19.56%
3 Year Return
+100.42%
5 Year Return
+136.99%
10 Year Return
+447.23%
AUM
$1.76B
AUM Growth
+$91M
(+5.4%)
Cap. Flow
-$91.6M
Cap. Flow
% of AUM
-5.2%
Top 10 Holdings %
Top 10 Hldgs %
54.91%
Holding
544
New
70
Increased
248
Reduced
160
Closed
27
Top Buys
| 1 |
Microsoft
MSFT
|
$4.58M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$4.32M |
| 3 |
SoFi Technologies
SOFI
|
$4.02M |
| 4 |
Tesla
TSLA
|
$3.33M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$3.2M |
Top Sells
| 1 |
T-Mobile US
TMUS
|
$119M |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$46.7M |
| 3 |
Amazon
AMZN
|
$2.93M |
| 4 |
Alerian MLP ETF
AMLP
|
$1.32M |
| 5 |
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% |
