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
951
$206K ﹤0.01%
+10,467
952
$206K ﹤0.01%
39,305
+5,098
953
$206K ﹤0.01%
+2,702
954
$206K ﹤0.01%
+9,248
955
$206K ﹤0.01%
+1,299
956
$205K ﹤0.01%
+1,418
957
$205K ﹤0.01%
13,221
-324
958
$204K ﹤0.01%
957
-324
959
$204K ﹤0.01%
15,784
+657
960
$204K ﹤0.01%
+4,575
961
$204K ﹤0.01%
+1,374
962
$203K ﹤0.01%
3,407
-305
963
$203K ﹤0.01%
+3,210
964
$203K ﹤0.01%
+2,882
965
$202K ﹤0.01%
+1,429
966
$202K ﹤0.01%
+520
967
$202K ﹤0.01%
+5,424
968
$201K ﹤0.01%
+5,565
969
$201K ﹤0.01%
4,683
+168
970
$200K ﹤0.01%
+6,208
971
$199K ﹤0.01%
19,140
+4,163
972
$188K ﹤0.01%
16,922
+851
973
$175K ﹤0.01%
16,532
+5,938
974
$173K ﹤0.01%
12,915
-41,624
975
$169K ﹤0.01%
18,836
+2,711
37 38
39
40 41