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
151
$3.06M 0.07%
16,631
+550
152
$2.99M 0.07%
72,881
+1,389
153
$2.95M 0.07%
348,549
-26
154
$2.93M 0.07%
20,953
+309
155
$2.92M 0.07%
9,963
+517
156
$2.9M 0.07%
44,068
+702
157
$2.89M 0.07%
20,027
+2,289
158
$2.89M 0.07%
70,495
-182
159
$2.89M 0.07%
17,253
+9,469
160
$2.88M 0.07%
20,599
+642
161
$2.86M 0.07%
4,194
+142
162
$2.86M 0.07%
5,724
-108
163
$2.86M 0.07%
23,086
+2,473
164
$2.85M 0.07%
10,177
+2,258
165
$2.8M 0.07%
20,260
-302
166
$2.79M 0.07%
28,559
-3,282
167
$2.76M 0.07%
51,235
+523
168
$2.76M 0.07%
3,342
+888
169
$2.75M 0.07%
14,152
-330
170
$2.73M 0.07%
13,355
-394
171
$2.7M 0.06%
179,190
+154,341
172
$2.69M 0.06%
55,734
+16,298
173
$2.69M 0.06%
40,493
+949
174
$2.68M 0.06%
5,645
+881
175
$2.67M 0.06%
14,510
-2,200
5 6
7
8 9