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
326
$2K ﹤0.01%
49
327
$2K ﹤0.01%
+30
328
$2K ﹤0.01%
5
329
$1K ﹤0.01%
+90
330
$1K ﹤0.01%
+20
331
$1K ﹤0.01%
15
332
$1K ﹤0.01%
100
333
$1K ﹤0.01%
44
334
$1K ﹤0.01%
10
335
$1K ﹤0.01%
+311
336
$1K ﹤0.01%
+700
337
$1K ﹤0.01%
65
-101
338
$1K ﹤0.01%
+34
339
$1K ﹤0.01%
+2,227
340
$1K ﹤0.01%
+23
341
– –
-631
342
$0 ﹤0.01%
+2
343
– –
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344
$0 ﹤0.01%
21
345
$0 ﹤0.01%
10
346
$0 ﹤0.01%
2
347
$0 ﹤0.01%
2
348
$0 ﹤0.01%
5
349
$0 ﹤0.01%
54
350
– –
-608
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