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
51
$57K 0.03%
7,224
52
$56K 0.03%
1,048
53
$56K 0.03%
+150
54
$50K 0.03%
337
55
$50K 0.03%
710
56
$49K 0.03%
284
+100
57
$48K 0.03%
469
58
$47K 0.03%
1,134
59
$44K 0.03%
118
+50
60
$44K 0.03%
909
61
$42K 0.02%
623
62
$40K 0.02%
819
63
$40K 0.02%
199
-1
64
$40K 0.02%
983
65
$38K 0.02%
438
+150
66
$38K 0.02%
379
-74
67
$38K 0.02%
1,557
68
$37K 0.02%
1,040
69
$37K 0.02%
3,132
70
$36K 0.02%
125
71
$36K 0.02%
106
72
$35K 0.02%
117
73
$35K 0.02%
1,134
74
$32K 0.02%
515
+100
75
$32K 0.02%
+202
1 2
3
4 5