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
926
$223K 0.01%
3,388
-3,402
927
$223K 0.01%
1,112
-3,826
928
$223K 0.01%
4,827
+480
929
$222K 0.01%
+799
930
$220K 0.01%
26,149
-5,467
931
$220K 0.01%
3,747
-409
932
$219K 0.01%
10,175
-360
933
$218K 0.01%
+1,311
934
$218K 0.01%
+2,134
935
$217K 0.01%
3,242
+338
936
$217K 0.01%
+7,220
937
$216K 0.01%
+1,909
938
$215K 0.01%
1,127
-1,181
939
$214K 0.01%
17,878
+1,547
940
$212K 0.01%
+3,900
941
$212K 0.01%
1,853
+2
942
$212K 0.01%
6,999
+12
943
$210K 0.01%
20,078
+6,583
944
$210K 0.01%
+2,207
945
$209K 0.01%
+2,521
946
$209K 0.01%
+3,778
947
$208K 0.01%
4,250
-121
948
$208K 0.01%
+57
949
$207K 0.01%
7,887
-902
950
$207K 0.01%
7,062
+36
36 37
38
39 40