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
901
$237K 0.01%
9,319
+14
902
$236K 0.01%
+4,445
903
$236K 0.01%
+5,632
904
$236K 0.01%
+3,234
905
$234K 0.01%
+9,092
906
$234K 0.01%
5,338
907
$233K 0.01%
+1,367
908
$233K 0.01%
5,227
909
$233K 0.01%
11,078
-13
910
$232K 0.01%
+2,931
911
$232K 0.01%
+1,172
912
$229K 0.01%
+2,042
913
$229K 0.01%
10,452
+114
914
$228K 0.01%
+8,043
915
$228K 0.01%
9,203
-975
916
$228K 0.01%
+793
917
$227K 0.01%
3,992
-40
918
$227K 0.01%
1,627
-592
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$227K 0.01%
+2,289
920
$226K 0.01%
9,154
-4
921
$226K 0.01%
1,962
-1,072
922
$225K 0.01%
+2,159
923
$225K 0.01%
13,346
+1,219
924
$225K 0.01%
+754
925
$224K 0.01%
16,714
+332
35 36
37
38 39