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
526
$666K 0.02%
5,623
+736
527
$664K 0.02%
+13,134
528
$663K 0.02%
+2,304
529
$663K 0.02%
2,549
-1,423
530
$661K 0.02%
114,123
+1,506
531
$660K 0.02%
+2,514
532
$657K 0.02%
6,047
-905
533
$656K 0.02%
16,112
+9,909
534
$656K 0.02%
3,151
+3
535
$653K 0.02%
3,258
+1,536
536
$652K 0.02%
+8,529
537
$652K 0.02%
+9,314
538
$651K 0.02%
4,600
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539
$650K 0.02%
56,056
+808
540
$649K 0.02%
11,052
-43
541
$648K 0.02%
7,516
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542
$645K 0.02%
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543
$644K 0.02%
2,943
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544
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2,108
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545
$643K 0.02%
80
+1
546
$642K 0.02%
8,629
-438
547
$634K 0.02%
2,567
+1,653
548
$630K 0.02%
1,502
+362
549
$626K 0.02%
4,444
-3,545
550
$625K 0.02%
12,014
-233
20 21
22
23 24