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
$174M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$3.75M
3
+$2.13M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$678K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$486K

Top Sells

1
+$21.8M
2
+$1.32M
3
+$1.1M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$666K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$287K

Sector Composition

1 Technology 0.64%
2 Healthcare 0.57%
3 Materials 0.48%
4 Financials 0.36%
5 Energy 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$204K 0.12%
+2,049
27
$41K 0.02%
631
-1,174
28
– –
-269,844
29
– –
-2,098
30
– –
-1,004
1
2