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
$176M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$9.14M
3
+$1.52M
4
APD icon
Air Products & Chemicals
APD
+$954K
5
AAPL icon
Apple
AAPL
+$936K

Top Sells

1
+$1.89M
2
+$1.51M
3
+$1.16M
4
DIS icon
Walt Disney
DIS
+$644K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$42K

Sector Composition

1 Energy 1.11%
2 Technology 0.93%
3 Healthcare 0.71%
4 Materials 0.68%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$168K 0.1%
+987
27
$167K 0.09%
+1,054
28
$167K 0.09%
+367
29
$159K 0.09%
+433
30
$143K 0.08%
+322
31
$137K 0.08%
+745
32
$132K 0.08%
+2,184
33
$125K 0.07%
+585
34
$114K 0.06%
+146
35
$112K 0.06%
+396
36
$105K 0.06%
+599
37
$103K 0.06%
+402
38
$102K 0.06%
+3,158
39
$100K 0.06%
+400
40
$95K 0.05%
+1,900
41
$94K 0.05%
+4,811
42
$91K 0.05%
+1,176
43
$89K 0.05%
+5,011
44
$86K 0.05%
+899
45
$80K 0.05%
+1,887
46
$77K 0.04%
+487
47
$71K 0.04%
+980
48
$68K 0.04%
+1,624
49
$64K 0.04%
+2,736
50
$62K 0.04%
+1,134
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