BFP

Briaud Financial Planning Portfolio holdings

AUM $381M
1-Year Est. Return 37.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$11.8M
3
+$2.24M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$384K
5
GLD icon
SPDR Gold Trust
GLD
+$199K

Top Sells

1
+$596K
2
+$516K
3
+$232K
4
FFIN icon
First Financial Bankshares
FFIN
+$211K
5
V icon
Visa
V
+$210K

Sector Composition

1 Technology 2.25%
2 Healthcare 0.48%
3 Energy 0.36%
4 Financials 0.32%
5 Materials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
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