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
$1.97B
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.7M
3
+$10.2M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.23M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.78M

Top Sells

1
+$27M
2
+$2.13M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
GBX icon
The Greenbrier Companies
GBX
+$1.13M

Sector Composition

1 Consumer Discretionary 28.88%
2 Technology 21.55%
3 Communication Services 5.43%
4 Healthcare 3.06%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.85M 0.3%
19,370
+384
52
$5.75M 0.29%
41,659
+752
53
$5.71M 0.29%
36,653
+309
54
$5.64M 0.29%
39,564
-321
55
$5.59M 0.28%
27,562
-282
56
$5.55M 0.28%
694,631
+19,731
57
$5.55M 0.28%
18,066
+143
58
$5.11M 0.26%
35,219
+1,724
59
$5.1M 0.26%
18,726
+1,125
60
$5.1M 0.26%
116,560
+34,065
61
$4.92M 0.25%
23,622
-63
62
$4.89M 0.25%
9,097
+576
63
$4.83M 0.24%
90,233
-6,041
64
$4.79M 0.24%
55,526
-1,527
65
$4.78M 0.24%
105,801
-500
66
$4.46M 0.23%
117,563
-2,357
67
$4.33M 0.22%
28,522
+166
68
$4.16M 0.21%
24,547
+633
69
$4.07M 0.21%
25,503
+1,041
70
$3.99M 0.2%
19,191
+149
71
$3.94M 0.2%
7,736
+97
72
$3.75M 0.19%
9,926
+473
73
$3.72M 0.19%
7
74
$3.64M 0.18%
21,586
+589
75
$3.59M 0.18%
85,054
-28,164
1 2
3
4 5