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
851
$270K 0.01%
1,071
-252
852
$269K 0.01%
+428
853
$269K 0.01%
+4,794
854
$268K 0.01%
+4,668
855
$268K 0.01%
9,123
-1,486
856
$266K 0.01%
+5,147
857
$265K 0.01%
2,103
+54
858
$265K 0.01%
3,205
-239
859
$264K 0.01%
6,687
-337
860
$263K 0.01%
+4,626
861
$263K 0.01%
6,056
-165
862
$262K 0.01%
3,576
+214
863
$261K 0.01%
22,349
-338
864
$261K 0.01%
12,134
+178
865
$257K 0.01%
2,194
+435
866
$256K 0.01%
4,282
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867
$256K 0.01%
2,710
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868
$256K 0.01%
33,148
-1,631
869
$255K 0.01%
+9,687
870
$255K 0.01%
+4,437
871
$255K 0.01%
+6,219
872
$255K 0.01%
+14,135
873
$254K 0.01%
2,435
-658
874
$253K 0.01%
+4,322
875
$253K 0.01%
+2,985
33 34
35
36 37