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
$3.12B
AUM Growth
-$346M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$12.2M
3
+$7.6M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.4M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.65M

Top Sells

1
+$103M
2
+$24.3M
3
+$14.7M
4
ORCL icon
Oracle
ORCL
+$12.3M
5
TMUS icon
T-Mobile US
TMUS
+$10.5M

Sector Composition

1 Consumer Discretionary 27.03%
2 Technology 19.19%
3 Financials 4.84%
4 Communication Services 4.16%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$282K 0.01%
4,967
552
$280K 0.01%
+5,480
553
$280K 0.01%
668
+31
554
$279K 0.01%
6,294
+143
555
$279K 0.01%
9,755
+46
556
$278K 0.01%
6,659
+48
557
$278K 0.01%
1,354
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558
$277K 0.01%
4,176
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559
$276K 0.01%
2,026
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560
$275K 0.01%
3,076
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561
$275K 0.01%
+4,691
562
$274K 0.01%
2,967
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563
$274K 0.01%
6,298
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564
$272K 0.01%
13,266
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565
$271K 0.01%
3,437
-78
566
$271K 0.01%
4,888
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$270K 0.01%
1,314
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4,106
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569
$269K 0.01%
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570
$268K 0.01%
3,286
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571
$267K 0.01%
4,666
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572
$267K 0.01%
4,530
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573
$266K 0.01%
+1,318
574
$265K 0.01%
9,742
-5,665
575
$264K 0.01%
2,344
+31
21 22
23
24 25