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
126
$4.12M 0.1%
23,585
+3,095
127
$4.04M 0.1%
8,475
+1,670
128
$4.03M 0.1%
33,941
+895
129
$4.02M 0.1%
20,249
+167
130
$3.86M 0.09%
165,891
+8,344
131
$3.83M 0.09%
6,225
+821
132
$3.81M 0.09%
7,776
+22
133
$3.64M 0.09%
97,654
-193,348
134
$3.58M 0.09%
8,481
-428
135
$3.49M 0.08%
11,867
+265
136
$3.49M 0.08%
16,311
+4,988
137
$3.44M 0.08%
33,911
+2,817
138
$3.43M 0.08%
29,971
+1,706
139
$3.41M 0.08%
35,717
+4,536
140
$3.39M 0.08%
11,148
+20
141
$3.39M 0.08%
12,129
+351
142
$3.39M 0.08%
14,342
+687
143
$3.35M 0.08%
10,475
+245
144
$3.29M 0.08%
12,925
+98
145
$3.24M 0.08%
19,339
+443
146
$3.22M 0.08%
37,963
+6,847
147
$3.19M 0.08%
34,933
+3,790
148
$3.18M 0.08%
120,663
149
$3.16M 0.08%
3,972
+351
150
$3.1M 0.07%
9,077
+4,110
4 5
6
7 8