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
176
$2.65M 0.06%
12,816
+142
177
$2.64M 0.06%
18,766
-2,482
178
$2.62M 0.06%
8,789
+3,909
179
$2.62M 0.06%
39,604
+3,273
180
$2.59M 0.06%
7,269
+276
181
$2.58M 0.06%
19,287
+2,357
182
$2.53M 0.06%
8,950
+3,970
183
$2.52M 0.06%
92,210
-4,208
184
$2.52M 0.06%
13,148
+8,607
185
$2.47M 0.06%
17,351
-710
186
$2.46M 0.06%
29,167
+7,595
187
$2.46M 0.06%
5,063
+88
188
$2.44M 0.06%
12,119
+1,925
189
$2.42M 0.06%
19,210
+139
190
$2.41M 0.06%
11,175
+2,350
191
$2.39M 0.06%
31,247
-1,324
192
$2.39M 0.06%
10,111
+641
193
$2.34M 0.06%
25,024
+560
194
$2.33M 0.06%
9,898
+5,447
195
$2.32M 0.06%
6,635
+4,062
196
$2.31M 0.06%
11,671
+1,281
197
$2.31M 0.06%
30,551
+416
198
$2.3M 0.06%
20,351
+6,585
199
$2.3M 0.06%
2,973
-292
200
$2.29M 0.06%
58,171
+22,379
6 7
8
9 10