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
101
$5.32M 0.13%
15,094
+4,344
102
$5.28M 0.13%
34,026
+7,410
103
$5.21M 0.13%
37,645
+8,036
104
$5.2M 0.12%
24,088
+2,449
105
$5.17M 0.12%
23,248
+6,190
106
$5.13M 0.12%
31,647
-577
107
$5.1M 0.12%
8,968
+1,067
108
$5.04M 0.12%
23,363
-2,732
109
$5.04M 0.12%
627,597
+1,013
110
$4.93M 0.12%
10,632
+63
111
$4.79M 0.11%
19,436
+1,848
112
$4.78M 0.11%
28,745
+1,066
113
$4.77M 0.11%
22,426
+2,303
114
$4.67M 0.11%
23,218
+6,954
115
$4.6M 0.11%
20,034
+54
116
$4.57M 0.11%
142,050
+119
117
$4.46M 0.11%
82,251
-2,517
118
$4.43M 0.11%
72,622
+1,084
119
$4.42M 0.11%
21,169
-832
120
$4.41M 0.11%
50,530
+846
121
$4.4M 0.11%
+444,823
122
$4.28M 0.1%
14,381
-366
123
$4.2M 0.1%
12,651
+954
124
$4.2M 0.1%
11,816
+31
125
$4.12M 0.1%
131,247
+11,323
3 4
5
6 7