BJL
Brighton Jones LLC Portfolio holdings
AUM
$2.71B
1-Year Est. Return
18.89%
This Fund
S&P 500
1 Year Est. Return
+18.89%
AUM
$4.17B
AUM Growth
+$479M
(+13%)
Holding
1,064
Top Buys
| 1 | +$19.5M | |
| 2 | +$14.7M | |
| 3 | +$10.8M | |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$10.2M |
| 5 |
Tesla
TSLA
|
+$7.85M |
Top Sells
| 1 | +$9.21M | |
| 2 | +$7.18M | |
| 3 | +$4.88M | |
| 4 |
Johnson & Johnson
JNJ
|
+$1.68M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1051
Strategic Education
STRA
$1.9B
| – | – |
-2,474
|
|
||
1052
TTM Technologies
TTMI
$10.7B
| – | – |
-13,307
|
|
||
1053
Tradeweb Markets
TW
$25.3B
| – | – |
-1,571
|
|
||
1054
Marriott Vacations Worldwide
VAC
$2.43B
| – | – |
-2,809
|
|
||
1055
Vestis
VSTS
$1.05B
| – | – |
-15,506
|
|
||
|
GRAL
1056
GRAIL Inc
GRAL
$2.16B
| – | – |
-5,507
|
|
||
|
FETH
1057
Fidelity Ethereum Fund
FETH
$871M
| – | – |
-10,960
|
|