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 | +$18.9M | |
| 2 | +$14.8M | |
| 3 | +$12.5M | |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$10.5M |
| 5 |
Tesla
TSLA
|
+$10.1M |
Top Sells
| 1 | +$9.35M | |
| 2 | +$7.2M | |
| 3 | +$5.5M | |
| 4 |
Johnson & Johnson
JNJ
|
+$1.82M |
| 5 |
T-Mobile US
TMUS
|
+$1.15M |
Sector Composition
| 1 | Consumer Discretionary | 25.2% |
| 2 | Technology | 20.6% |
| 3 | Financials | 5.42% |
| 4 | Communication Services | 4.47% |
| 5 | Healthcare | 3.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Blackstone Secured Lending
BXSL
$6B
| – | – |
-12,369
|
|
||
1052
Bruker
BRKR
$6.72B
| – | – |
-9,119
|
|
||
1053
BJs Wholesale Club
BJ
$11.8B
| – | – |
-3,542
|
|
||
1054
Avantis US Small Cap Value ETF
AVUV
$22.1B
| – | – |
-3,137
|
|
||
|
LONA
1055
LeonaBio Inc
LONA
$44M
| – | – |
-3,220
|
|
||
1056
Amcor
AMCR
$20.3B
| – | – |
-8,125
|
|
||
1057
Allison Transmission
ALSN
$9.28B
| – | – |
-2,432
|
|