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
601
$235K 0.01%
4,331
-319
602
$234K 0.01%
2,920
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603
$233K 0.01%
+5,310
604
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605
$229K 0.01%
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606
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607
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608
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610
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611
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612
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613
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120
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614
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615
$223K 0.01%
2,808
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616
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617
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620
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1,001
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2,860
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623
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10,142
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624
$218K 0.01%
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625
$217K 0.01%
1,144
-132
23 24
25
26 27