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
$1.76B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.32M
3
+$4.02M
4
TSLA icon
Tesla
TSLA
+$3.33M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.2M

Top Sells

1
+$119M
2
+$46.7M
3
+$2.93M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.32M
5
COST icon
Costco
COST
+$1.21M

Sector Composition

1 Consumer Discretionary 25.84%
2 Technology 20.89%
3 Communication Services 4.09%
4 Healthcare 3.2%
5 Financials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.22M 0.13%
90,299
+67,267
102
$2.21M 0.13%
11,365
-584
103
$2.2M 0.13%
44,000
+3,520
104
$2.19M 0.12%
126,116
+28,122
105
$2.15M 0.12%
11,093
+1,452
106
$2.12M 0.12%
34,238
-373
107
$2.07M 0.12%
3,591
+63
108
$2.07M 0.12%
5,011
+1,866
109
$2.06M 0.12%
72,100
-5,093
110
$2.05M 0.12%
19,321
+20
111
$2.04M 0.12%
11,150
-1,426
112
$1.97M 0.11%
15,948
+36
113
$1.97M 0.11%
9,773
-46
114
$1.94M 0.11%
21,254
-2,164
115
$1.93M 0.11%
16,904
+872
116
$1.92M 0.11%
10,328
+1,787
117
$1.92M 0.11%
19,815
+2,034
118
$1.9M 0.11%
59,182
+94
119
$1.9M 0.11%
19,422
-1,839
120
$1.89M 0.11%
5,197
+1,776
121
$1.88M 0.11%
4,088
+25
122
$1.86M 0.11%
+87,269
123
$1.82M 0.1%
58,101
124
$1.76M 0.1%
14,138
-2,986
125
$1.74M 0.1%
36,251
+4,941
3 4
5
6 7