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
676
$435K 0.01%
5,445
+2,503
677
$435K 0.01%
19,214
+2,675
678
$434K 0.01%
9,390
+2,050
679
$433K 0.01%
11,698
+26
680
$430K 0.01%
39,449
-5,789
681
$430K 0.01%
2,720
+548
682
$429K 0.01%
13,280
+4,129
683
$428K 0.01%
3,462
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684
$427K 0.01%
7,371
+100
685
$427K 0.01%
1,664
+11
686
$425K 0.01%
7,441
-9,981
687
$420K 0.01%
2,056
+337
688
$417K 0.01%
13,396
-358
689
$417K 0.01%
4,157
+1,042
690
$417K 0.01%
12,343
-12,998
691
$414K 0.01%
6,000
692
$413K 0.01%
5,314
+1,945
693
$413K 0.01%
9,196
-15,294
694
$412K 0.01%
8,158
+1,566
695
$412K 0.01%
+3,371
696
$410K 0.01%
12,766
-851
697
$409K 0.01%
1,230
+31
698
$409K 0.01%
1,269
+59
699
$409K 0.01%
+9,756
700
$409K 0.01%
7,042
-1,881
26 27
28
29 30