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
751
$354K 0.01%
2,889
752
$353K 0.01%
9,108
+799
753
$352K 0.01%
7,486
-37
754
$351K 0.01%
1,193
+3
755
$349K 0.01%
23,301
+700
756
$348K 0.01%
3,106
+352
757
$348K 0.01%
2,906
+622
758
$346K 0.01%
3,333
+753
759
$346K 0.01%
7,980
+2,164
760
$345K 0.01%
+11,775
761
$343K 0.01%
4,747
+57
762
$343K 0.01%
5,333
+1,473
763
$342K 0.01%
34,558
+9,046
764
$338K 0.01%
12,117
+2,086
765
$335K 0.01%
4,967
766
$335K 0.01%
2,488
+581
767
$335K 0.01%
3,648
+433
768
$334K 0.01%
+7,600
769
$334K 0.01%
+1,839
770
$330K 0.01%
2,374
+773
771
$330K 0.01%
693
+174
772
$329K 0.01%
10,866
+779
773
$329K 0.01%
+1,785
774
$328K 0.01%
1,050
+171
775
$328K 0.01%
+28,625
29 30
31
32 33