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
$123M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$1.2M
3
+$942K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$262K
5
ZTS icon
Zoetis
ZTS
+$174K

Top Sells

1
+$323K
2
+$212K
3
+$131K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$47.7K
5
IAU icon
iShares Gold Trust
IAU
+$9.52K

Sector Composition

1 Energy 1.6%
2 Technology 1.21%
3 Healthcare 1.09%
4 Materials 1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$62K 0.05%
+1,925
52
$58K 0.05%
+3,830
53
$50K 0.04%
+1,624
54
$49K 0.04%
+2,736
55
$48K 0.04%
+337
56
$48K 0.04%
+1,048
57
$48K 0.04%
+500
58
$47K 0.04%
+1,000
59
$41K 0.03%
+137
60
$40K 0.03%
+1,040
61
$40K 0.03%
+152
62
$40K 0.03%
+1,134
63
$40K 0.03%
+277
64
$40K 0.03%
+710
65
$37K 0.03%
+875
66
$36K 0.03%
+819
67
$36K 0.03%
+7,224
68
$35K 0.03%
+453
69
$33K 0.03%
+1,557
70
$32K 0.03%
+983
71
$31K 0.03%
+224
72
$31K 0.03%
+725
73
$30K 0.02%
+912
74
$28K 0.02%
+200
75
$27K 0.02%
+722
1 2
3
4 5