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
$1.76B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.32M
3
+$4.02M
4
TSLA icon
Tesla
TSLA
+$3.33M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.2M

Top Sells

1
+$119M
2
+$46.7M
3
+$2.93M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.32M
5
COST icon
Costco
COST
+$1.21M

Sector Composition

1 Consumer Discretionary 25.84%
2 Technology 20.89%
3 Communication Services 4.09%
4 Healthcare 3.2%
5 Financials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.1M 0.18%
68,711
+7,958
77
$3.03M 0.17%
8,761
+4,560
78
$2.95M 0.17%
8,576
+2,330
79
$2.9M 0.16%
27,276
-302
80
$2.89M 0.16%
12,799
-1,493
81
$2.85M 0.16%
19,170
+2,244
82
$2.78M 0.16%
56,583
-7,032
83
$2.77M 0.16%
27,679
-511
84
$2.76M 0.16%
16,934
+819
85
$2.74M 0.16%
42,843
-100
86
$2.62M 0.15%
6,806
+484
87
$2.57M 0.15%
159,300
+132
88
$2.57M 0.15%
28,204
+88
89
$2.5M 0.14%
346,376
+140,972
90
$2.5M 0.14%
11,006
-23
91
$2.48M 0.14%
18,528
-227
92
$2.47M 0.14%
15,529
+498
93
$2.47M 0.14%
16,028
-5,001
94
$2.45M 0.14%
11,302
+307
95
$2.41M 0.14%
59,140
+10,199
96
$2.3M 0.13%
13,798
+4,961
97
$2.29M 0.13%
8,945
+5,197
98
$2.28M 0.13%
20,715
+2,036
99
$2.25M 0.13%
140,862
+27,882
100
$2.22M 0.13%
55,004
-1,590
2 3
4
5 6