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
826
$289K 0.01%
+3,483
827
$287K 0.01%
18,033
+4,893
828
$285K 0.01%
299
-14
829
$285K 0.01%
4,160
+125
830
$283K 0.01%
2,125
+198
831
$283K 0.01%
10,375
+54
832
$283K 0.01%
555
+10
833
$282K 0.01%
2,865
834
$281K 0.01%
3,211
+934
835
$281K 0.01%
6,239
+632
836
$281K 0.01%
+7,313
837
$280K 0.01%
9,523
+69
838
$280K 0.01%
+7,695
839
$280K 0.01%
38,130
+380
840
$279K 0.01%
16,165
-996
841
$279K 0.01%
54,936
+44,775
842
$278K 0.01%
6,395
+46
843
$273K 0.01%
6,491
-911
844
$273K 0.01%
4,544
+413
845
$272K 0.01%
3,032
+703
846
$271K 0.01%
2,167
+972
847
$271K 0.01%
+3,197
848
$271K 0.01%
73,163
+11,502
849
$270K 0.01%
+1,278
850
$270K 0.01%
1,633
32 33
34
35 36