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
$124M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.26M
3
+$983K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$233K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$117K

Top Sells

1
+$944K
2
+$494K
3
+$264K
4
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$240K
5
JNJ icon
Johnson & Johnson
JNJ
+$223K

Sector Composition

1 Materials 0.88%
2 Energy 0.85%
3 Technology 0.67%
4 Healthcare 0.61%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,100
27
– –
-7,008
28
– –
-6,100
1
2