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
$194M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$1.13M
3
+$669K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$96K

Top Sells

1
+$294K
2
+$61.5K
3
+$56.5K
4
INTC icon
Intel
INTC
+$35K
5
DE icon
Deere & Co
DE
+$20.6K

Sector Composition

1 Technology 1.26%
2 Energy 1.13%
3 Healthcare 0.68%
4 Materials 0.59%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34K 0.02%
7,224
77
$33K 0.02%
724
78
$33K 0.02%
160
79
$32K 0.02%
100
80
$32K 0.02%
1,040
81
$32K 0.02%
117
82
$31K 0.02%
256
83
$30K 0.02%
566
84
$28K 0.01%
68
-50
85
$28K 0.01%
110
86
$27K 0.01%
200
87
$25K 0.01%
494
+29
88
$24K 0.01%
121
89
$23K 0.01%
810
90
$22K 0.01%
300
91
$22K 0.01%
316
92
$22K 0.01%
166
93
$22K 0.01%
351
94
$21K 0.01%
186
-500
95
$21K 0.01%
125
96
$20K 0.01%
175
97
$20K 0.01%
903
98
$19K 0.01%
408
99
$18K 0.01%
125
100
$18K 0.01%
500
2 3
4
5 6