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
51
$12.4M 0.3%
71,706
+66
52
$11.2M 0.27%
79,474
+11,201
53
$11.1M 0.27%
48,074
-23,896
54
$10.5M 0.25%
108,360
+135
55
$9.33M 0.22%
116,676
+7,332
56
$9.09M 0.22%
11,909
+1,021
57
$9.04M 0.22%
26,167
+5,236
58
$9.03M 0.22%
126,586
+32,004
59
$8.95M 0.21%
116,681
-1,341
60
$8.89M 0.21%
47,925
-9,826
61
$8.83M 0.21%
120,231
+5,078
62
$8.73M 0.21%
88,793
+816
63
$8.47M 0.2%
33,721
+1,014
64
$8.16M 0.2%
28,901
+116
65
$7.91M 0.19%
51,480
+9,280
66
$7.89M 0.19%
235,094
+48,344
67
$7.76M 0.19%
22,733
-143
68
$7.73M 0.19%
182,094
-13,014
69
$7.69M 0.18%
57,419
-1,245
70
$7.66M 0.18%
41,075
+482
71
$7.65M 0.18%
78,133
+1,371
72
$7.64M 0.18%
297,252
+71,738
73
$7.51M 0.18%
31,684
-525
74
$7.31M 0.18%
104,791
+37,019
75
$7.12M 0.17%
25,229
+187
1 2
3
4 5