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
976
$163K ﹤0.01%
25,701
+10,833
977
$159K ﹤0.01%
16,252
+452
978
$154K ﹤0.01%
20,471
+754
979
$149K ﹤0.01%
18,448
980
$146K ﹤0.01%
103,405
+26,914
981
$144K ﹤0.01%
21,555
+3,926
982
$141K ﹤0.01%
31,077
+12,299
983
$135K ﹤0.01%
27,727
-1,582
984
$129K ﹤0.01%
31,539
+762
985
$123K ﹤0.01%
10,513
+22
986
$120K ﹤0.01%
16,842
+22
987
$114K ﹤0.01%
15,311
988
$113K ﹤0.01%
21,366
+196
989
$108K ﹤0.01%
+12,196
990
$104K ﹤0.01%
19,945
+2,046
991
$103K ﹤0.01%
5,951
+1,314
992
$102K ﹤0.01%
+39,355
993
$97.5K ﹤0.01%
12,643
-137,181
994
$92.1K ﹤0.01%
59,426
+20,510
995
$90.1K ﹤0.01%
+11,933
996
$89K ﹤0.01%
14,684
+3,756
997
$80.1K ﹤0.01%
20,602
+8,035
998
$74.4K ﹤0.01%
+18,646
999
$70K ﹤0.01%
12,701
+2,550
1000
$68.8K ﹤0.01%
+27,735
38 39
40
41 42