BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21M
3
+$5.11M
4
LRCX icon
Lam Research
LRCX
+$4.6M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.75M

Top Sells

1
+$3.72M
2
+$3.51M
3
+$2.84M
4
MSFT icon
Microsoft
MSFT
+$2.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.96M

Sector Composition

1 Consumer Discretionary 32.07%
2 Technology 18.66%
3 Communication Services 8.72%
4 Financials 2.81%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$18K ﹤0.01%
2,333
-667
527
$17K ﹤0.01%
10,000
528
$15K ﹤0.01%
400
-800
529
$13K ﹤0.01%
12,350
530
$10K ﹤0.01%
200
531
$9K ﹤0.01%
1,001
532
– –
-9,212
533
– –
-17,560
534
– –
-833
535
– –
-5,864
536
– –
-2,030
537
– –
-4,230
538
– –
-10,117
539
– –
-1,644
540
– –
-38,236
541
– –
-7,067
542
– –
-4,059
543
– –
-5,041
544
– –
-218
545
– –
-9,000
546
– –
-3,515
547
– –
-11,441
548
– –
-4,000
549
– –
-11,388
550
– –
-2,231
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