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
126
$1.73M 0.1%
+7,962
127
$1.7M 0.1%
51,422
128
$1.7M 0.1%
12,933
-280
129
$1.69M 0.1%
11,136
-225
130
$1.68M 0.1%
14,723
+133
131
$1.68M 0.1%
12,419
+3,897
132
$1.68M 0.1%
11,118
-126
133
$1.67M 0.1%
21,495
-549
134
$1.63M 0.09%
23,487
-108
135
$1.63M 0.09%
+26,384
136
$1.61M 0.09%
5,774
-652
137
$1.61M 0.09%
65,904
+10,440
138
$1.6M 0.09%
+3,736
139
$1.57M 0.09%
7,049
+2,873
140
$1.52M 0.09%
6,819
+233
141
$1.51M 0.09%
7,951
-434
142
$1.5M 0.09%
3,173
-321
143
$1.49M 0.08%
19,328
+4,294
144
$1.48M 0.08%
28,244
145
$1.47M 0.08%
27,538
+48
146
$1.46M 0.08%
34,565
+946
147
$1.45M 0.08%
10,020
+65
148
$1.41M 0.08%
7,521
-483
149
$1.39M 0.08%
8,388
+29
150
$1.37M 0.08%
21,926
+15,844
4 5
6
7 8