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
776
$327K 0.01%
3,944
+326
777
$325K 0.01%
13,866
-612
778
$323K 0.01%
7,085
+216
779
$323K 0.01%
+7,336
780
$322K 0.01%
6,575
+746
781
$318K 0.01%
1,295
+60
782
$317K 0.01%
+4,462
783
$315K 0.01%
10,673
+2,778
784
$314K 0.01%
+3,712
785
$314K 0.01%
+8,748
786
$313K 0.01%
628
+95
787
$313K 0.01%
+1,245
788
$313K 0.01%
9,103
+1,145
789
$312K 0.01%
8,817
790
$312K 0.01%
7,952
+165
791
$312K 0.01%
3,760
+107
792
$311K 0.01%
+4,107
793
$310K 0.01%
+3,135
794
$310K 0.01%
9,016
+2,822
795
$309K 0.01%
1,358
+46
796
$309K 0.01%
9,632
+435
797
$309K 0.01%
3,088
-419
798
$307K 0.01%
+5,446
799
$306K 0.01%
5,845
+110
800
$304K 0.01%
2,801
+1,140
30 31
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