BFP

Briaud Financial Planning Portfolio holdings

AUM $406M
1-Year Est. Return 36.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$263K
3
+$257K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$206K
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$178K

Top Sells

1
+$18.7M
2
+$1.23M
3
+$1.11M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$228K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$33.3K

Sector Composition

1 Technology 2.84%
2 Energy 0.96%
3 Healthcare 0.96%
4 Financials 0.68%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$159K 0.06%
1,022
+35
52
$145K 0.06%
466
53
$144K 0.06%
420
-53
54
$142K 0.06%
727
+358
55
$133K 0.05%
585
56
$126K 0.05%
+3,981
57
$126K 0.05%
1,150
+512
58
$123K 0.05%
400
59
$121K 0.05%
+1,744
60
$106K 0.04%
3,463
+305
61
$100K 0.04%
2,436
62
$92K 0.04%
670
+109
63
$91K 0.04%
4,811
64
$90K 0.04%
832
65
$89K 0.04%
303
66
$89K 0.04%
402
67
$88K 0.03%
8,073
68
$87K 0.03%
1,048
69
$87K 0.03%
+2,157
70
$86K 0.03%
533
+33
71
$85K 0.03%
3,809
72
$83K 0.03%
9,333
73
$83K 0.03%
1,193
+130
74
$82K 0.03%
145
75
$80K 0.03%
1,412
1 2
3
4 5