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
76
$7.09M 0.17%
96,516
-12,372
77
$6.97M 0.17%
43,088
+1,927
78
$6.94M 0.17%
34,090
+280
79
$6.8M 0.16%
56,750
+1,520
80
$6.66M 0.16%
129,189
+14,697
81
$6.61M 0.16%
46,647
+41,232
82
$6.61M 0.16%
28,557
+537
83
$6.6M 0.16%
25,346
+26
84
$6.52M 0.16%
54,045
+523
85
$6.44M 0.15%
78,160
-12,178
86
$6.29M 0.15%
23,144
+5,835
87
$6.28M 0.15%
20,888
+3,644
88
$6.26M 0.15%
117,208
+195
89
$6.25M 0.15%
411,329
+146
90
$6.13M 0.15%
53,809
-2
91
$6.12M 0.15%
72,969
+20,086
92
$5.97M 0.14%
5,538
-367
93
$5.9M 0.14%
40,520
+3,611
94
$5.82M 0.14%
220,868
+720
95
$5.79M 0.14%
88,791
-2,008
96
$5.79M 0.14%
69,028
-166
97
$5.66M 0.14%
82,687
+8,786
98
$5.43M 0.13%
80,430
-243
99
$5.42M 0.13%
29,738
+8,311
100
$5.42M 0.13%
332,570
+45
2 3
4
5 6