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
151
$1.47M 0.07%
6,671
+18
152
$1.46M 0.07%
3,580
+140
153
$1.43M 0.07%
21,952
154
$1.42M 0.07%
14,672
+1,221
155
$1.41M 0.07%
2,753
+71
156
$1.38M 0.07%
33,809
+253
157
$1.32M 0.07%
47,704
+16,309
158
$1.31M 0.07%
17,371
+1,639
159
$1.23M 0.06%
18,604
+882
160
$1.2M 0.06%
57,818
+3,310
161
$1.19M 0.06%
8,623
-456
162
$1.18M 0.06%
8,346
+813
163
$1.17M 0.06%
13,161
+479
164
$1.16M 0.06%
12,184
-319
165
$1.15M 0.06%
4,223
+730
166
$1.15M 0.06%
3,137
+33
167
$1.12M 0.06%
72,900
168
$1.11M 0.06%
19,329
-1,748
169
$1.11M 0.06%
28,427
+10,950
170
$1.1M 0.06%
11,874
+289
171
$1.1M 0.06%
9,924
-1,334
172
$1.1M 0.06%
27,389
-28,225
173
$1.09M 0.06%
3,320
+18
174
$1.05M 0.05%
14,050
+118
175
$1.05M 0.05%
5,376
+23
5 6
7
8 9