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
$194M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$1.13M
3
+$669K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$96K

Top Sells

1
+$294K
2
+$61.5K
3
+$56.5K
4
INTC icon
Intel
INTC
+$35K
5
DE icon
Deere & Co
DE
+$20.6K

Sector Composition

1 Technology 1.26%
2 Energy 1.13%
3 Healthcare 0.68%
4 Materials 0.59%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$71K 0.04%
2,736
52
$70K 0.04%
1,063
53
$68K 0.04%
1,048
54
$62K 0.03%
284
55
$60K 0.03%
710
56
$57K 0.03%
190
-205
57
$57K 0.03%
150
58
$55K 0.03%
337
59
$53K 0.03%
469
60
$51K 0.03%
379
61
$50K 0.03%
623
62
$47K 0.02%
819
63
$47K 0.02%
1,990
64
$45K 0.02%
909
65
$44K 0.02%
438
66
$44K 0.02%
983
67
$43K 0.02%
+600
68
$42K 0.02%
106
69
$42K 0.02%
199
70
$41K 0.02%
515
71
$41K 0.02%
1,557
72
$37K 0.02%
125
73
$36K 0.02%
+70
74
$35K 0.02%
3,132
75
$35K 0.02%
202
1 2
3
4 5