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
301
$4K ﹤0.01%
7
302
$4K ﹤0.01%
+5,500
303
$4K ﹤0.01%
+99
304
$4K ﹤0.01%
+70
305
$3K ﹤0.01%
+54
306
$3K ﹤0.01%
+30
307
$3K ﹤0.01%
26
308
$3K ﹤0.01%
+51
309
$3K ﹤0.01%
100
310
$3K ﹤0.01%
+95
311
$3K ﹤0.01%
124
312
$3K ﹤0.01%
+8
313
$3K ﹤0.01%
48
-40
314
$2K ﹤0.01%
+47
315
$2K ﹤0.01%
63
316
$2K ﹤0.01%
+57
317
$2K ﹤0.01%
+52
318
$2K ﹤0.01%
31
319
$2K ﹤0.01%
+68
320
$2K ﹤0.01%
+1,000
321
$2K ﹤0.01%
+26
322
$2K ﹤0.01%
68
323
$2K ﹤0.01%
282
324
$2K ﹤0.01%
+15
325
$2K ﹤0.01%
+5
11 12
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