BFP

Briaud Financial Planning Portfolio holdings

AUM $406M
1-Year Est. Return 36.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$263K
3
+$257K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$206K
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$178K

Top Sells

1
+$18.7M
2
+$1.23M
3
+$1.11M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$228K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$33.3K

Sector Composition

1 Technology 2.84%
2 Energy 0.96%
3 Healthcare 0.96%
4 Financials 0.68%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K ﹤0.01%
+555
227
$11K ﹤0.01%
+14
228
$11K ﹤0.01%
+450
229
$11K ﹤0.01%
+439
230
$11K ﹤0.01%
250
+160
231
$11K ﹤0.01%
+446
232
$10K ﹤0.01%
+75
233
$10K ﹤0.01%
+234
234
$10K ﹤0.01%
+139
235
$10K ﹤0.01%
+6
236
$10K ﹤0.01%
+240
237
$10K ﹤0.01%
+204
238
$10K ﹤0.01%
+304
239
$10K ﹤0.01%
+43
240
$10K ﹤0.01%
89
241
$10K ﹤0.01%
+36
242
$9K ﹤0.01%
+202
243
$9K ﹤0.01%
+30
244
$9K ﹤0.01%
+56
245
$9K ﹤0.01%
+227
246
$9K ﹤0.01%
2,160
247
$9K ﹤0.01%
+206
248
$9K ﹤0.01%
124
249
$9K ﹤0.01%
+130
250
$9K ﹤0.01%
+43
8 9
10
11 12