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
251
$9K ﹤0.01%
+30
252
$8K ﹤0.01%
+73
253
$8K ﹤0.01%
+236
254
$8K ﹤0.01%
+275
255
$8K ﹤0.01%
+129
256
$7K ﹤0.01%
+121
257
$7K ﹤0.01%
146
258
$7K ﹤0.01%
1,072
259
$7K ﹤0.01%
+426
260
$7K ﹤0.01%
+190
261
$7K ﹤0.01%
72
262
$7K ﹤0.01%
+69
263
$7K ﹤0.01%
+113
264
$7K ﹤0.01%
94
265
$7K ﹤0.01%
+112
266
$6K ﹤0.01%
8
267
$6K ﹤0.01%
+300
268
$6K ﹤0.01%
+66
269
$6K ﹤0.01%
+248
270
$6K ﹤0.01%
+395
271
$6K ﹤0.01%
100
272
$5K ﹤0.01%
+150
273
$5K ﹤0.01%
+250
274
$5K ﹤0.01%
49
275
$5K ﹤0.01%
+317
9 10
11
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