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
276
$5K ﹤0.01%
23
277
$5K ﹤0.01%
508
278
$5K ﹤0.01%
+36
279
$5K ﹤0.01%
+110
280
$5K ﹤0.01%
+40
281
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+60
282
$5K ﹤0.01%
100
283
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25
284
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+51
285
$5K ﹤0.01%
230
286
$5K ﹤0.01%
+105
287
$5K ﹤0.01%
+47
288
$5K ﹤0.01%
+303
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$5K ﹤0.01%
+158
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$4K ﹤0.01%
167
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$4K ﹤0.01%
50
292
$4K ﹤0.01%
26
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60
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35
296
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+19
297
$4K ﹤0.01%
26
298
$4K ﹤0.01%
50
299
$4K ﹤0.01%
874
300
$4K ﹤0.01%
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