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
201
$2.28M 0.05%
27,664
+3,416
202
$2.27M 0.05%
103,125
+4,301
203
$2.25M 0.05%
4,941
+3,909
204
$2.25M 0.05%
15,964
-6,418
205
$2.25M 0.05%
23,752
+4,190
206
$2.24M 0.05%
522
+225
207
$2.22M 0.05%
6,589
+169
208
$2.22M 0.05%
11,506
+43
209
$2.21M 0.05%
77,900
+4,344
210
$2.18M 0.05%
14,660
-1,774
211
$2.17M 0.05%
4,860
-187
212
$2.17M 0.05%
5,144
+1,011
213
$2.16M 0.05%
3,545
+32
214
$2.13M 0.05%
12,941
-303
215
$2.09M 0.05%
4,060
+2,501
216
$2.07M 0.05%
36,509
+3,609
217
$2.06M 0.05%
15,998
+5,331
218
$2.05M 0.05%
41,209
219
$2.02M 0.05%
12,711
+547
220
$2.02M 0.05%
26,714
+15,366
221
$2.02M 0.05%
4,416
+97
222
$2M 0.05%
8,135
+1,866
223
$2M 0.05%
9,805
-898
224
$1.98M 0.05%
4,070
+36
225
$1.98M 0.05%
27,836
+12,628
7 8
9
10 11