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
601
$538K 0.01%
36,634
-183
602
$536K 0.01%
1,658
+210
603
$536K 0.01%
5,442
+240
604
$535K 0.01%
11,603
+1,180
605
$535K 0.01%
12,147
+32
606
$532K 0.01%
4,586
+1,364
607
$530K 0.01%
+8,329
608
$530K 0.01%
+14,077
609
$526K 0.01%
6,857
+55
610
$525K 0.01%
3,012
-866
611
$523K 0.01%
3,591
-393
612
$522K 0.01%
5,740
+522
613
$521K 0.01%
10,476
+2,524
614
$521K 0.01%
2,296
615
$519K 0.01%
6,154
+129
616
$516K 0.01%
+9,988
617
$516K 0.01%
6,439
618
$515K 0.01%
1,473
+86
619
$514K 0.01%
5,184
620
$513K 0.01%
2,682
+44
621
$511K 0.01%
+5,045
622
$508K 0.01%
728
+72
623
$508K 0.01%
+27,722
624
$505K 0.01%
9,397
+4,661
625
$505K 0.01%
6,262
-221
23 24
25
26 27