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
51
$57K 0.03%
+337
52
$56K 0.03%
+1,048
53
$54K 0.03%
+469
54
$52K 0.03%
+3,132
55
$51K 0.03%
+1,134
56
$46K 0.03%
+710
57
$43K 0.02%
+909
58
$42K 0.02%
+7,224
59
$42K 0.02%
+983
60
$41K 0.02%
+819
61
$41K 0.02%
+106
62
$41K 0.02%
+200
63
$41K 0.02%
+453
64
$41K 0.02%
+623
65
$40K 0.02%
+1,040
66
$40K 0.02%
+1,557
67
$36K 0.02%
+125
68
$36K 0.02%
+184
69
$34K 0.02%
+117
70
$33K 0.02%
+724
71
$31K 0.02%
+200
72
$30K 0.02%
+110
73
$29K 0.02%
+100
74
$29K 0.02%
+441
75
$29K 0.02%
+166
1 2
3
4 5