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
$1.97B
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.7M
3
+$10.2M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.23M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.78M

Top Sells

1
+$27M
2
+$2.13M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
GBX icon
The Greenbrier Companies
GBX
+$1.13M

Sector Composition

1 Consumer Discretionary 28.88%
2 Technology 21.55%
3 Communication Services 5.43%
4 Healthcare 3.06%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.45M 0.18%
64,251
+1,370
77
$3.35M 0.17%
18,157
-631
78
$3.34M 0.17%
17,440
+572
79
$3.33M 0.17%
66,767
+154
80
$3.23M 0.16%
9,641
+171
81
$3.15M 0.16%
157,155
+591
82
$3.13M 0.16%
58,800
+513
83
$2.98M 0.15%
20,447
+677
84
$2.96M 0.15%
28,723
+819
85
$2.9M 0.15%
18,659
+1,332
86
$2.87M 0.15%
42,003
-352
87
$2.81M 0.14%
12,200
-822
88
$2.75M 0.14%
162,885
-60
89
$2.71M 0.14%
444,801
+98,425
90
$2.7M 0.14%
18,127
+2,168
91
$2.6M 0.13%
19,870
+581
92
$2.6M 0.13%
8,881
+79
93
$2.59M 0.13%
16,612
+5,650
94
$2.54M 0.13%
27,751
-422
95
$2.46M 0.12%
11,481
+69
96
$2.38M 0.12%
10,605
-407
97
$2.37M 0.12%
104,023
-19,993
98
$2.31M 0.12%
11,870
+447
99
$2.3M 0.12%
22,349
+1,502
100
$2.28M 0.12%
18,017
+3,295
2 3
4
5 6