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
501
$204K 0.01%
+1,923
502
$200K 0.01%
1,865
-37
503
$197K 0.01%
+10,126
504
$195K 0.01%
17,480
+1,658
505
$188K 0.01%
12,336
+317
506
$187K 0.01%
12,775
+12
507
$184K 0.01%
10,611
-10
508
$182K 0.01%
49,261
509
$179K 0.01%
10,989
+75
510
$175K 0.01%
13,575
511
$169K 0.01%
8,587
+254
512
$167K 0.01%
11,909
+825
513
$164K 0.01%
21,827
+1,285
514
$164K 0.01%
12,031
+297
515
$162K 0.01%
31,903
516
$161K 0.01%
3,573
+782
517
$160K 0.01%
17,958
-4,770
518
$152K 0.01%
11,079
+151
519
$139K 0.01%
47,516
-5,000
520
$137K 0.01%
+12,774
521
$105K 0.01%
14,902
-637
522
$105K 0.01%
12,318
-2,632
523
$102K 0.01%
16,925
524
$82.1K ﹤0.01%
61,766
525
$79.8K ﹤0.01%
99,383
19 20
21
22 23