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
701
$406K 0.01%
3,237
+601
702
$405K 0.01%
+2,865
703
$403K 0.01%
9,655
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705
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6,750
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707
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5,239
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708
$397K 0.01%
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6,874
-138
710
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711
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712
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8,195
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$389K 0.01%
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$388K 0.01%
5,083
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716
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14,312
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721
$386K 0.01%
2,782
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723
$383K 0.01%
5,627
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724
$382K 0.01%
11,193
+2,403
725
$382K 0.01%
7,572
-1,618
27 28
29
30 31