BFP
Briaud Financial Planning Portfolio holdings
AUM
$254M
This Quarter Return
+0.76%
1 Year Return
+20.89%
3 Year Return
+53.57%
5 Year Return
+62.23%
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+27%)
Cap. Flow
+$50.4M
Cap. Flow
% of AUM
20.55%
Top 10 Holdings %
Top 10 Hldgs %
93.84%
Holding
223
New
67
Increased
32
Reduced
8
Closed
5
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$448K |
| 2 |
Walt Disney
DIS
|
$312K |
| 3 |
Air Products & Chemicals
APD
|
$123K |
| 4 |
SoundHound AI
SOUN
|
$92K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$46.8K |
Sector Composition
| 1 | Technology | 2.63% |
| 2 | Energy | 0.93% |
| 3 | Healthcare | 0.91% |
| 4 | Financials | 0.62% |
| 5 | Materials | 0.39% |
