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
176
$1.03M 0.05%
5,652
177
$1.03M 0.05%
17,695
-241
178
$1.02M 0.05%
33,116
179
$1.02M 0.05%
11,235
-65
180
$1.01M 0.05%
10,109
+36
181
$1.01M 0.05%
31,087
-3,963
182
$1M 0.05%
3,676
+170
183
$1M 0.05%
13,349
+301
184
$998K 0.05%
15,920
+640
185
$986K 0.05%
5,715
+28
186
$970K 0.05%
4,211
+193
187
$962K 0.05%
57,658
-107
188
$958K 0.05%
+5,370
189
$957K 0.05%
6,541
-122
190
$941K 0.05%
9,151
+4
191
$940K 0.05%
27,645
+135
192
$940K 0.05%
3,318
-301
193
$932K 0.05%
4,594
+367
194
$919K 0.05%
22,705
-382
195
$913K 0.05%
13,854
+1
196
$899K 0.05%
6,981
+369
197
$895K 0.05%
27,087
+1,677
198
$893K 0.05%
2,759
+119
199
$893K 0.05%
11,112
+484
200
$889K 0.05%
10,075
-238
6 7
8
9 10