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
151
$1.36M 0.08%
13,478
-754
152
$1.35M 0.08%
12,798
-1,858
153
$1.34M 0.08%
5,620
-354
154
$1.29M 0.07%
+9,034
155
$1.27M 0.07%
+5,449
156
$1.24M 0.07%
14,921
-439
157
$1.22M 0.07%
+8,993
158
$1.21M 0.07%
2,712
+1,369
159
$1.18M 0.07%
24,774
+31
160
$1.18M 0.07%
30,305
-3,405
161
$1.17M 0.07%
11,969
-1,268
162
$1.16M 0.07%
31,024
+315
163
$1.14M 0.07%
12,584
+81
164
$1.14M 0.07%
72,900
165
$1.13M 0.06%
9,236
+162
166
$1.11M 0.06%
16,659
-1,900
167
$1.1M 0.06%
+10,504
168
$1.1M 0.06%
+11,189
169
$1.09M 0.06%
52,170
+1,614
170
$1.09M 0.06%
16,429
-6,663
171
$1.08M 0.06%
12,279
+1,942
172
$1.07M 0.06%
33,116
173
$1.05M 0.06%
11,830
+15
174
$1.04M 0.06%
8,187
+15
175
$1.04M 0.06%
+7,348
5 6
7
8 9