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
$176M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$9.14M
3
+$1.52M
4
APD icon
Air Products & Chemicals
APD
+$954K
5
AAPL icon
Apple
AAPL
+$936K

Top Sells

1
+$1.89M
2
+$1.51M
3
+$1.16M
4
DIS icon
Walt Disney
DIS
+$644K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$42K

Sector Composition

1 Energy 1.11%
2 Technology 0.93%
3 Healthcare 0.71%
4 Materials 0.68%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28K 0.02%
+68
77
$28K 0.02%
+160
78
$25K 0.01%
+288
79
$25K 0.01%
+415
80
$25K 0.01%
+186
81
$23K 0.01%
+810
82
$22K 0.01%
+500
83
$22K 0.01%
+351
84
$22K 0.01%
+1,990
85
$21K 0.01%
+300
86
$21K 0.01%
+566
87
$21K 0.01%
+155
88
$20K 0.01%
+317
89
$19K 0.01%
+903
90
$18K 0.01%
+408
91
$18K 0.01%
+406
92
$17K 0.01%
+175
93
$17K 0.01%
+2,160
94
$16K 0.01%
+125
95
$16K 0.01%
+125
96
$16K 0.01%
+156
97
$12K 0.01%
+631
98
$12K 0.01%
+100
99
$11K 0.01%
+60
100
$10K 0.01%
+1,084
2 3
4
5 6