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
201
$861K 0.05%
14,772
-1,572
202
$856K 0.05%
25,115
+1,918
203
$856K 0.05%
12,470
+8,951
204
$846K 0.05%
3,312
+8
205
$839K 0.05%
2,566
-87
206
$839K 0.05%
3,296
+38
207
$797K 0.05%
1,714
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208
$796K 0.05%
10,710
-799
209
$792K 0.05%
16,228
+2,416
210
$792K 0.04%
12,686
+3
211
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2,645
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212
$788K 0.04%
8,969
-821
213
$777K 0.04%
+3,319
214
$761K 0.04%
22,201
-143
215
$754K 0.04%
4,098
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216
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23,424
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217
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915
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218
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219
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11,580
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220
$742K 0.04%
55,325
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221
$738K 0.04%
+18,983
222
$732K 0.04%
38,015
-7,578
223
$727K 0.04%
4,389
-611
224
$714K 0.04%
+5,732
225
$713K 0.04%
+9,271
7 8
9
10 11