BFP

Briaud Financial Planning Portfolio holdings

AUM $306M
1-Year Est. Return 26.31%
This Quarter Est. Return
1 Year Est. Return
+26.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$507K
3
+$46K
4
XOM icon
Exxon Mobil
XOM
+$26.6K

Top Sells

1
+$8.02M
2
+$1.25M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$972K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$772K

Sector Composition

1 Energy 1.05%
2 Communication Services 0.93%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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