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
501
$731K 0.02%
4,655
-105
502
$730K 0.02%
2,329
+370
503
$725K 0.02%
18,182
+4,699
504
$720K 0.02%
16,818
-495
505
$717K 0.02%
10,026
-13
506
$717K 0.02%
4,255
-392
507
$716K 0.02%
8,605
+452
508
$715K 0.02%
33,448
+14,862
509
$715K 0.02%
24,563
+369
510
$710K 0.02%
4,061
-147
511
$706K 0.02%
27,665
+1,910
512
$705K 0.02%
18,728
+14
513
$699K 0.02%
18,791
+959
514
$695K 0.02%
+5,043
515
$694K 0.02%
2,108
-26
516
$692K 0.02%
462
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517
$691K 0.02%
13,006
+2,519
518
$689K 0.02%
5,076
+1
519
$683K 0.02%
7,610
+1,082
520
$678K 0.02%
+7,331
521
$678K 0.02%
4,171
+2,086
522
$672K 0.02%
13,712
-39
523
$672K 0.02%
3,132
+357
524
$671K 0.02%
22,305
+54
525
$667K 0.02%
3,530
+1,072
19 20
21
22 23