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
$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
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
Consumers Staples Select Sector SPDR Fund
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%
+125
77
$26K 0.02%
+100
78
$26K 0.02%
+404
79
$25K 0.02%
+68
80
$25K 0.02%
+110
81
$25K 0.02%
+160
82
$23K 0.02%
+166
83
$22K 0.02%
+415
84
$22K 0.02%
+217
85
$21K 0.02%
+288
86
$21K 0.02%
+2,160
87
$20K 0.02%
+160
88
$20K 0.02%
+566
89
$20K 0.02%
+1,990
90
$19K 0.02%
+300
91
$19K 0.02%
+155
92
$18K 0.01%
+351
93
$17K 0.01%
+140
94
$17K 0.01%
+193
95
$17K 0.01%
+316
96
$15K 0.01%
+125
97
$15K 0.01%
+903
98
$14K 0.01%
+406
99
$14K 0.01%
+48
100
$13K 0.01%
+408
2 3
4
5 6