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
626
$505K 0.01%
7,761
+409
627
$504K 0.01%
5,015
+1,504
628
$503K 0.01%
8,812
+55
629
$501K 0.01%
6,387
-1,923
630
$500K 0.01%
20,507
+89
631
$498K 0.01%
8,456
+3,366
632
$497K 0.01%
22,488
+12,228
633
$493K 0.01%
9,736
+699
634
$492K 0.01%
17,195
+8,310
635
$491K 0.01%
5,059
-399
636
$489K 0.01%
18,978
+1,314
637
$488K 0.01%
+2,307
638
$487K 0.01%
8,893
+2,011
639
$486K 0.01%
+15,423
640
$486K 0.01%
2,548
+19
641
$485K 0.01%
+1,252
642
$482K 0.01%
11,050
+1,908
643
$479K 0.01%
27,937
+143
644
$478K 0.01%
1,046
+81
645
$477K 0.01%
7,839
+827
646
$476K 0.01%
28,258
-4,949
647
$476K 0.01%
6,946
+408
648
$471K 0.01%
+23,794
649
$470K 0.01%
1,581
+516
650
$468K 0.01%
42,202
+6,326
24 25
26
27 28