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
$1.97B
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.7M
3
+$10.2M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.23M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.78M

Top Sells

1
+$27M
2
+$2.13M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.15M
5
GBX icon
The Greenbrier Companies
GBX
+$1.13M

Sector Composition

1 Consumer Discretionary 28.88%
2 Technology 21.55%
3 Communication Services 5.43%
4 Healthcare 3.06%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.22M 0.11%
81,165
+2,577
102
$2.18M 0.11%
43,665
+2,655
103
$2.16M 0.11%
26,689
-583
104
$2.14M 0.11%
22,680
+1,226
105
$2.14M 0.11%
17,375
+345
106
$2.1M 0.11%
53,519
-949
107
$2.09M 0.11%
12,770
+239
108
$2.09M 0.11%
5,280
+174
109
$2.05M 0.1%
31,784
+991
110
$2.04M 0.1%
10,035
+181
111
$2.03M 0.1%
61,115
-3,789
112
$2.02M 0.1%
3,994
+67
113
$2.01M 0.1%
19,284
-138
114
$2.01M 0.1%
36,775
+3,120
115
$2M 0.1%
42,082
+20,086
116
$1.98M 0.1%
5,258
+203
117
$1.96M 0.1%
118,137
-30,711
118
$1.94M 0.1%
82,275
+14,391
119
$1.9M 0.1%
5,499
-133
120
$1.88M 0.1%
16,311
+564
121
$1.87M 0.1%
3,803
+43
122
$1.87M 0.09%
20,257
-1,079
123
$1.86M 0.09%
58,101
124
$1.86M 0.09%
9,845
+811
125
$1.84M 0.09%
10,759
-322
3 4
5
6 7