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
726
$381K 0.01%
9,060
+273
727
$381K 0.01%
1,943
-60
728
$381K 0.01%
8,131
-285
729
$380K 0.01%
+459
730
$378K 0.01%
10,810
+45
731
$378K 0.01%
5,946
+570
732
$378K 0.01%
2,256
+725
733
$377K 0.01%
7,748
+1,811
734
$376K 0.01%
197
+4
735
$374K 0.01%
+8,669
736
$371K 0.01%
+4,935
737
$369K 0.01%
2,205
-105
738
$368K 0.01%
3,907
+1,641
739
$368K 0.01%
7,307
+1,224
740
$368K 0.01%
3,213
+874
741
$367K 0.01%
5,102
+695
742
$364K 0.01%
4,328
+315
743
$364K 0.01%
3,526
+304
744
$363K 0.01%
2,465
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745
$363K 0.01%
+3,344
746
$361K 0.01%
4,449
+958
747
$356K 0.01%
+5,776
748
$355K 0.01%
+9,778
749
$355K 0.01%
1,893
+2
750
$354K 0.01%
152
-10
28 29
30
31 32