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
$245M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$15M
3
+$1.38M
4
NVDA icon
NVIDIA
NVDA
+$1.1M
5
AAPL icon
Apple
AAPL
+$968K

Top Sells

1
+$448K
2
+$312K
3
+$123K
4
SOUN icon
SoundHound AI
SOUN
+$92K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$46.8K

Sector Composition

1 Technology 2.63%
2 Energy 0.93%
3 Healthcare 0.91%
4 Financials 0.62%
5 Materials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$93K 0.04%
1,624
52
$93K 0.04%
848
+248
53
$91K 0.04%
+227
54
$91K 0.04%
8,073
55
$91K 0.04%
599
56
$88K 0.04%
+830
57
$86K 0.04%
1,536
58
$85K 0.03%
980
59
$79K 0.03%
1,176
60
$79K 0.03%
1,048
61
$78K 0.03%
+4,799
62
$78K 0.03%
145
+140
63
$76K 0.03%
+3,809
64
$76K 0.03%
2,736
65
$72K 0.03%
+1,000
66
$71K 0.03%
9,333
+2,109
67
$70K 0.03%
487
68
$70K 0.03%
+500
69
$67K 0.03%
1,683
70
$66K 0.03%
303
+19
71
$66K 0.03%
1,063
72
$62K 0.03%
337
73
$62K 0.03%
+2,000
74
$61K 0.02%
150
75
$57K 0.02%
+348
1 2
3
4 5