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
801
$304K 0.01%
6,635
+258
802
$303K 0.01%
980
+19
803
$303K 0.01%
+26,613
804
$303K 0.01%
33,737
+16,473
805
$303K 0.01%
2,640
+11
806
$302K 0.01%
+3,317
807
$302K 0.01%
5,329
+480
808
$301K 0.01%
1,569
-319
809
$301K 0.01%
5,065
+375
810
$301K 0.01%
12,452
+450
811
$299K 0.01%
3,467
-276
812
$297K 0.01%
1,672
-788
813
$297K 0.01%
6,745
-3,982
814
$295K 0.01%
+592
815
$295K 0.01%
12,755
+1,976
816
$295K 0.01%
+3,097
817
$294K 0.01%
4,068
-571
818
$294K 0.01%
2,762
+120
819
$294K 0.01%
1,420
+135
820
$293K 0.01%
4,553
+114
821
$293K 0.01%
16,397
+2,039
822
$293K 0.01%
1,480
+164
823
$292K 0.01%
+3,986
824
$292K 0.01%
1,129
+182
825
$291K 0.01%
9,333
+75
31 32
33
34 35