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
526
$78.5K ﹤0.01%
13,122
+157
527
$73.6K ﹤0.01%
1,211
-25
528
$71.6K ﹤0.01%
12,224
+162
529
$65K ﹤0.01%
3,220
530
$63.9K ﹤0.01%
15,294
+13
531
$63.1K ﹤0.01%
23,020
532
$60.4K ﹤0.01%
+15,396
533
$59.1K ﹤0.01%
16,686
+785
534
$48K ﹤0.01%
30,000
535
$34.8K ﹤0.01%
14,568
+90
536
$33.3K ﹤0.01%
1,182
537
$20.5K ﹤0.01%
1,900
538
$18.9K ﹤0.01%
+10,971
539
$10.2K ﹤0.01%
16,831
-39,449
540
$6.08K ﹤0.01%
14,145
541
– –
-8,037
542
– –
-7,677
543
– –
-2,602
544
– –
-5,468
545
– –
-2,538
546
– –
-1,675
547
– –
-6,868
548
– –
-3,800
549
– –
-9,108
550
– –
-1,531
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