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
$153M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$9.21M
2 +$723K
3 +$210K
4
COP icon
ConocoPhillips
COP
+$204K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$48.7K

Sector Composition

1 Healthcare 0.62%
2 Technology 0.58%
3 Materials 0.53%
4 Financials 0.34%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$230K 0.15%
5,876
27
$18K 0.01%
631
28
-2,049
29
-240,252
30
-580