BJL

Brighton Jones LLC Portfolio holdings

AUM $4.17B
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.32M
3
+$4.02M
4
TSLA icon
Tesla
TSLA
+$3.33M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.2M

Top Sells

1
+$119M
2
+$46.7M
3
+$2.93M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.32M
5
COST icon
Costco
COST
+$1.21M

Sector Composition

1 Consumer Discretionary 25.84%
2 Technology 20.89%
3 Communication Services 4.09%
4 Healthcare 3.2%
5 Financials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.19M 0.29%
18,154
+2,599
52
$5.13M 0.29%
21,215
+304
53
$5.12M 0.29%
302,189
-21,141
54
$5.12M 0.29%
174,684
-5,816
55
$5M 0.28%
217,084
+25,271
56
$4.78M 0.27%
146,289
+1,578
57
$4.77M 0.27%
120,860
-445
58
$4.69M 0.27%
84,956
-4,415
59
$4.35M 0.25%
17,423
+41
60
$4.22M 0.24%
79,600
+770
61
$4.2M 0.24%
27,596
+261
62
$4.16M 0.24%
22,803
+297
63
$4.14M 0.24%
31,806
+664
64
$4.1M 0.23%
674,658
+662,012
65
$3.87M 0.22%
41,675
+4,294
66
$3.81M 0.22%
23,999
-762
67
$3.74M 0.21%
18,714
+2,069
68
$3.61M 0.2%
11,864
-397
69
$3.59M 0.2%
18,762
-3,037
70
$3.54M 0.2%
16,674
-1,187
71
$3.26M 0.19%
7
72
$3.25M 0.18%
85,627
+3,381
73
$3.23M 0.18%
65,531
74
$3.17M 0.18%
9,539
+175
75
$3.12M 0.18%
59,695
+9,341
1 2
3
4 5