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
501
$109K 0.01%
2,748
-92
502
$88K 0.01%
16,000
+15,000
503
$87.6K 0.01%
1,378
504
$83.4K ﹤0.01%
46,092
505
$65.9K ﹤0.01%
14,268
506
$59.8K ﹤0.01%
12,704
+7
507
$58.9K ﹤0.01%
43,603
-1,073
508
$47K ﹤0.01%
15,623
509
$44.7K ﹤0.01%
61,766
510
$43.8K ﹤0.01%
30,000
511
$25.1K ﹤0.01%
1,900
512
$24.6K ﹤0.01%
1,182
513
$20.2K ﹤0.01%
2,528
514
$19.8K ﹤0.01%
14,145
515
$12.7K ﹤0.01%
1,667
516
$5.73K ﹤0.01%
1,230
517
$4.66K ﹤0.01%
1,326
518
– –
-467
519
– –
-9,865
520
– –
-5,359
521
– –
-3,520
522
– –
-2,599
523
– –
-9,144
524
– –
-1,167
525
– –
-8,055
18 19 20
21
22