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
126
$1.83M 0.09%
9,635
-338
127
$1.82M 0.09%
32,592
-77
128
$1.81M 0.09%
11,783
-23
129
$1.78M 0.09%
12,704
-723
130
$1.76M 0.09%
17,022
+4,706
131
$1.74M 0.09%
7,253
+109
132
$1.74M 0.09%
51,422
133
$1.72M 0.09%
3,951
-235
134
$1.71M 0.09%
8,689
+191
135
$1.67M 0.08%
6,352
+600
136
$1.67M 0.08%
26,498
+42
137
$1.66M 0.08%
20,040
+4,230
138
$1.65M 0.08%
7,020
+1,408
139
$1.63M 0.08%
2,917
-46
140
$1.62M 0.08%
14,413
+59
141
$1.57M 0.08%
47,331
-584
142
$1.56M 0.08%
15,082
-5,196
143
$1.56M 0.08%
7,815
-90
144
$1.55M 0.08%
91,196
-31,450
145
$1.52M 0.08%
11,700
+29
146
$1.51M 0.08%
7,540
147
$1.5M 0.08%
9,448
-745
148
$1.5M 0.08%
25,874
+749
149
$1.5M 0.08%
9,032
150
$1.49M 0.08%
28,686
+648
4 5
6
7 8