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
$173M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$7.27M
3
+$6.94M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$474K
5
AAPL icon
Apple
AAPL
+$210K

Top Sells

1
+$34.3M
2
+$18.1M
3
+$592K
4
EW icon
Edwards Lifesciences
EW
+$61.6K
5
SLV icon
iShares Silver Trust
SLV
+$51.4K

Sector Composition

1 Energy 1.25%
2 Technology 1.21%
3 Healthcare 0.71%
4 Materials 0.71%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$171K 0.1%
367
27
$171K 0.1%
987
28
$168K 0.1%
1,153
+99
29
$147K 0.08%
495
30
$147K 0.08%
2,183
-1
31
$144K 0.08%
433
32
$135K 0.08%
745
33
$132K 0.08%
146
34
$124K 0.07%
585
35
$100K 0.06%
395
-1
36
$99K 0.06%
3,158
37
$98K 0.06%
599
38
$95K 0.05%
400
39
$93K 0.05%
4,908
-103
40
$90K 0.05%
1,900
41
$88K 0.05%
402
42
$86K 0.05%
1,176
43
$84K 0.05%
686
+500
44
$84K 0.05%
4,811
45
$76K 0.04%
487
46
$76K 0.04%
+1,063
47
$74K 0.04%
980
48
$69K 0.04%
1,683
-204
49
$68K 0.04%
2,736
50
$67K 0.04%
1,624
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2
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