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
$245M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$15M
3
+$1.38M
4
NVDA icon
NVIDIA
NVDA
+$1.1M
5
AAPL icon
Apple
AAPL
+$968K

Top Sells

1
+$448K
2
+$312K
3
+$123K
4
SOUN icon
SoundHound AI
SOUN
+$92K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$46.8K

Sector Composition

1 Technology 2.63%
2 Energy 0.93%
3 Healthcare 0.91%
4 Financials 0.62%
5 Materials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$216K 0.09%
2,183
27
$211K 0.09%
5,876
28
$211K 0.09%
2,470
-548
29
$184K 0.08%
+501
30
$181K 0.07%
1,253
31
$181K 0.07%
716
32
$178K 0.07%
367
33
$178K 0.07%
1,791
34
$168K 0.07%
704
+505
35
$168K 0.07%
495
36
$166K 0.07%
937
-100
37
$162K 0.07%
+515
38
$161K 0.07%
446
+13
39
$160K 0.07%
987
40
$153K 0.06%
786
+41
41
$143K 0.06%
2,429
+529
42
$118K 0.05%
585
43
$117K 0.05%
400
44
$111K 0.05%
4,908
45
$110K 0.04%
+500
46
$106K 0.04%
4,811
47
$99K 0.04%
402
48
$99K 0.04%
3,158
49
$96K 0.04%
1,990
+1,007
50
$95K 0.04%
330
+140
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