BFP

Briaud Financial Planning Portfolio holdings

AUM $406M
1-Year Est. Return 36.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$263K
3
+$257K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$206K
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$178K

Top Sells

1
+$18.7M
2
+$1.23M
3
+$1.11M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$228K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$33.3K

Sector Composition

1 Technology 2.84%
2 Energy 0.96%
3 Healthcare 0.96%
4 Financials 0.68%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$278K 0.11%
1,748
27
$255K 0.1%
894
28
$235K 0.09%
5,558
+618
29
$232K 0.09%
2,375
-141
30
$227K 0.09%
815
+209
31
$211K 0.08%
5,876
32
$211K 0.08%
+971
33
$210K 0.08%
594
+79
34
$208K 0.08%
719
+15
35
$207K 0.08%
3,345
+560
36
$195K 0.08%
2,183
37
$194K 0.08%
501
38
$191K 0.08%
1,253
39
$187K 0.07%
+3,890
40
$185K 0.07%
999
+62
41
$181K 0.07%
1,026
42
$180K 0.07%
1,791
43
$177K 0.07%
716
44
$174K 0.07%
377
45
$173K 0.07%
446
46
$171K 0.07%
753
+632
47
$170K 0.07%
1,188
+701
48
$170K 0.07%
5,882
+974
49
$168K 0.07%
2,429
50
$160K 0.06%
786
1
2
3 4 5