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
576
$585K 0.01%
11,351
+3,761
577
$584K 0.01%
8,099
+515
578
$584K 0.01%
2,600
+1,595
579
$580K 0.01%
+24,530
580
$576K 0.01%
8,686
+1,895
581
$575K 0.01%
1,760
+277
582
$572K 0.01%
13,307
+320
583
$571K 0.01%
+6,388
584
$570K 0.01%
1,897
+24
585
$569K 0.01%
1,153
+22
586
$569K 0.01%
11,177
-83
587
$569K 0.01%
15,254
588
$568K 0.01%
10,706
+93
589
$568K 0.01%
2,384
+58
590
$565K 0.01%
5,686
+1,531
591
$562K 0.01%
4,311
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592
$560K 0.01%
8,228
-902
593
$555K 0.01%
6,233
594
$553K 0.01%
8,611
+4,583
595
$550K 0.01%
3,184
+153
596
$549K 0.01%
2,925
+679
597
$547K 0.01%
4,212
+1,178
598
$545K 0.01%
8,028
-15
599
$541K 0.01%
18,797
+1,666
600
$540K 0.01%
11,706
-637
22 23
24
25 26