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
$123M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$1.2M
3
+$942K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$262K
5
ZTS icon
Zoetis
ZTS
+$174K

Top Sells

1
+$323K
2
+$212K
3
+$131K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$47.7K
5
IAU icon
iShares Gold Trust
IAU
+$9.52K

Sector Composition

1 Energy 1.6%
2 Technology 1.21%
3 Healthcare 1.09%
4 Materials 1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$158K 0.13%
+1,791
27
$150K 0.12%
+367
28
$147K 0.12%
+5,876
29
$126K 0.1%
+495
30
$118K 0.1%
+433
31
$116K 0.09%
+2,181
32
$115K 0.09%
+322
33
$115K 0.09%
+745
34
$104K 0.08%
+395
35
$104K 0.08%
+616
36
$98K 0.08%
+2,633
37
$96K 0.08%
+400
38
$95K 0.08%
+3,158
39
$93K 0.08%
+442
40
$89K 0.07%
+585
41
$86K 0.07%
+1,246
42
$83K 0.07%
+402
43
$82K 0.07%
+487
44
$82K 0.07%
+1,176
45
$81K 0.07%
+4,811
46
$78K 0.06%
+146
47
$78K 0.06%
+1,331
48
$78K 0.06%
+5,196
49
$71K 0.06%
+1,240
50
$66K 0.05%
+980
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2
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