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
$173M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$7.27M
3
+$6.94M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$474K
5
AAPL icon
Apple
AAPL
+$210K

Top Sells

1
+$34.3M
2
+$18.1M
3
+$592K
4
EW icon
Edwards Lifesciences
EW
+$61.6K
5
SLV icon
iShares Silver Trust
SLV
+$51.4K

Sector Composition

1 Energy 1.25%
2 Technology 1.21%
3 Healthcare 0.71%
4 Materials 0.71%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31K 0.02%
100
77
$31K 0.02%
160
78
$30K 0.02%
724
79
$29K 0.02%
465
+24
80
$29K 0.02%
1,990
81
$27K 0.02%
200
82
$26K 0.02%
110
83
$26K 0.02%
166
84
$25K 0.01%
256
+100
85
$23K 0.01%
566
86
$23K 0.01%
+121
87
$22K 0.01%
810
88
$21K 0.01%
351
89
$20K 0.01%
316
-1
90
$19K 0.01%
212
-687
91
$19K 0.01%
903
92
$19K 0.01%
155
93
$18K 0.01%
300
94
$18K 0.01%
+150
95
$17K 0.01%
175
96
$17K 0.01%
125
97
$16K 0.01%
125
98
$16K 0.01%
500
99
$15K 0.01%
408
100
$15K 0.01%
406
2 3
4
5 6