BJL

Brighton Jones LLC Portfolio holdings

AUM $4.17B
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
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
+$18.9M
2
+$14.8M
3
+$12.5M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$10.5M
5
TSLA icon
Tesla
TSLA
+$10.1M

Top Sells

1
+$9.35M
2
+$7.2M
3
+$5.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.82M
5
TMUS icon
T-Mobile US
TMUS
+$1.15M

Sector Composition

1 Consumer Discretionary 25.2%
2 Technology 20.61%
3 Financials 5.41%
4 Communication Services 4.46%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PXH icon
901
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.64B
$237K 0.01%
9,319
+14
CRC icon
902
California Resources
CRC
$3.96B
$236K 0.01%
+4,445
VNT icon
903
Vontier
VNT
$6.24B
$236K 0.01%
+5,632
AFRM icon
904
Affirm
AFRM
$22.1B
$236K 0.01%
+3,234
COLB icon
905
Columbia Banking Systems
COLB
$7.28B
$234K 0.01%
+9,092
DDEC icon
906
FT Vest US Equity Deep Buffer ETF December
DDEC
$350M
$234K 0.01%
5,338
ATO icon
907
Atmos Energy
ATO
$28.3B
$233K 0.01%
+1,367
DIVO icon
908
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.18B
$233K 0.01%
5,227
AMX icon
909
America Movil
AMX
$67.7B
$233K 0.01%
11,078
-13
IPGP icon
910
IPG Photonics
IPGP
$3.58B
$232K 0.01%
+2,931
MTB icon
911
M&T Bank
MTB
$28.2B
$232K 0.01%
+1,172
FIW icon
912
First Trust Water ETF
FIW
$1.96B
$229K 0.01%
+2,042
TUA icon
913
Simplify Short Term Treasury Futures Strategy ETF
TUA
$638M
$229K 0.01%
10,452
+114
AMKR icon
914
Amkor Technology
AMKR
$7.73B
$228K 0.01%
+8,043
WY icon
915
Weyerhaeuser
WY
$17B
$228K 0.01%
9,203
-975
LH icon
916
Labcorp
LH
$23.8B
$228K 0.01%
+793
VGLT icon
917
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$227K 0.01%
3,992
-40
STLD icon
918
Steel Dynamics
STLD
$21B
$227K 0.01%
1,627
-592
GDXJ icon
919
VanEck Junior Gold Miners ETF
GDXJ
$8.62B
$227K 0.01%
+2,289
FENY icon
920
Fidelity MSCI Energy Index ETF
FENY
$1.38B
$226K 0.01%
9,154
-4
IGV icon
921
iShares Expanded Tech-Software Sector ETF
IGV
$10.1B
$226K 0.01%
1,962
-1,072
AEE icon
922
Ameren
AEE
$28.5B
$225K 0.01%
+2,159
ELME
923
Elme Communities
ELME
$1.48B
$225K 0.01%
13,346
+1,219
JLL icon
924
Jones Lang LaSalle
JLL
$14.2B
$225K 0.01%
+754
PDBC icon
925
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.4B
$224K 0.01%
16,714
+332
35 36
37
38 39