BFP

Briaud Financial Planning Portfolio holdings

AUM $254M
1-Year Est. Return 20.89%
This Quarter Est. Return
1 Year Est. Return
+20.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$1.79M
2 +$1.77M
3 +$671K
4
XOM icon
Exxon Mobil
XOM
+$261K
5
MSFT icon
Microsoft
MSFT
+$6.72K

Sector Composition

1 Healthcare 0.67%
2 Technology 0.56%
3 Materials 0.55%
4 Financials 0.32%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$205K 0.11%
+2,098
27
$121K 0.07%
1,805