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
876
$252K 0.01%
2,541
-1,682
877
$252K 0.01%
+5,328
878
$251K 0.01%
6,104
+23
879
$250K 0.01%
5,411
+845
880
$249K 0.01%
+5,759
881
$248K 0.01%
5,749
-238
882
$248K 0.01%
7,250
-570
883
$247K 0.01%
2,728
-779
884
$247K 0.01%
4,570
-224
885
$246K 0.01%
4,522
-2,414
886
$245K 0.01%
5,182
+103
887
$245K 0.01%
+3,868
888
$243K 0.01%
1,727
+14
889
$243K 0.01%
16,041
+5,430
890
$242K 0.01%
2,700
-2,402
891
$242K 0.01%
5,679
892
$241K 0.01%
2,151
-137
893
$240K 0.01%
+697
894
$240K 0.01%
11,765
+393
895
$239K 0.01%
+3,253
896
$238K 0.01%
+2,318
897
$238K 0.01%
+4,265
898
$238K 0.01%
+1,069
899
$237K 0.01%
7,806
-5,647
900
$237K 0.01%
+4,685
34 35
36
37 38