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
$117M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$486K
3
+$44.9K
4
XOM icon
Exxon Mobil
XOM
+$28K

Top Sells

1
+$8.02M
2
+$1.25M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$972K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$772K

Sector Composition

1 Energy 1.05%
2 Communication Services 0.93%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-745
77
– –
-166
78
– –
-5
79
– –
-12
80
– –
-124
81
– –
-722
82
– –
-224
83
– –
-5,680
84
– –
-1,078
85
– –
-500
86
– –
-109
87
– –
-10
88
– –
-400
89
– –
-288
90
– –
-41
91
– –
-100
92
– –
-631
93
– –
-42
94
– –
-140
95
– –
-3,817
96
– –
-3
97
– –
-125
98
– –
-22
99
– –
-173
100
– –
-408
2 3
4
5 6