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
$123M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$1.2M
3
+$942K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$262K
5
ZTS icon
Zoetis
ZTS
+$174K

Top Sells

1
+$323K
2
+$212K
3
+$131K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$47.7K
5
IAU icon
iShares Gold Trust
IAU
+$9.52K

Sector Composition

1 Energy 1.6%
2 Technology 1.21%
3 Healthcare 1.09%
4 Materials 1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27K 0.02%
+722
77
$26K 0.02%
+404
78
$26K 0.02%
+100
79
$25K 0.02%
+160
80
$25K 0.02%
+110
81
$25K 0.02%
+68
82
$23K 0.02%
+166
83
$22K 0.02%
+217
84
$22K 0.02%
+415
85
$21K 0.02%
+2,160
86
$21K 0.02%
+288
87
$20K 0.02%
+1,990
88
$20K 0.02%
+566
89
$20K 0.02%
+160
90
$19K 0.02%
+155
91
$19K 0.02%
+300
92
$18K 0.01%
+351
93
$17K 0.01%
+316
94
$17K 0.01%
+193
95
$17K 0.01%
+140
96
$15K 0.01%
+903
97
$15K 0.01%
+125
98
$14K 0.01%
+48
99
$14K 0.01%
+406
100
$13K 0.01%
+125
2 3
4
5 6