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
651
$467K 0.01%
731
+77
652
$463K 0.01%
8,053
+816
653
$463K 0.01%
38,696
+5,751
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$463K 0.01%
3,552
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655
$461K 0.01%
4,170
-79
656
$460K 0.01%
24,620
+940
657
$459K 0.01%
480
-48
658
$454K 0.01%
2,091
+33
659
$453K 0.01%
6,086
+41
660
$453K 0.01%
5,877
+130
661
$452K 0.01%
49,378
-470
662
$450K 0.01%
5,053
+2,074
663
$448K 0.01%
1,651
+3
664
$448K 0.01%
2,938
+1,069
665
$446K 0.01%
2,884
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666
$446K 0.01%
9,731
667
$445K 0.01%
3,442
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668
$444K 0.01%
4,221
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669
$442K 0.01%
2,844
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670
$442K 0.01%
+25,942
671
$440K 0.01%
9,602
+3,696
672
$439K 0.01%
15,176
+3,383
673
$438K 0.01%
1,621
-141
674
$437K 0.01%
3,726
+1,669
675
$435K 0.01%
1,452
+23
25 26
27
28 29