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
$245M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$15M
3
+$1.38M
4
NVDA icon
NVIDIA
NVDA
+$1.1M
5
AAPL icon
Apple
AAPL
+$968K

Top Sells

1
+$448K
2
+$312K
3
+$123K
4
SOUN icon
SoundHound AI
SOUN
+$92K
5
XLE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57K 0.02%
+760
77
$53K 0.02%
469
78
$51K 0.02%
+14,000
79
$50K 0.02%
710
80
$48K 0.02%
379
81
$47K 0.02%
623
82
$45K 0.02%
1,990
83
$44K 0.02%
819
84
$43K 0.02%
1,475
+435
85
$42K 0.02%
909
86
$41K 0.02%
106
87
$40K 0.02%
438
88
$40K 0.02%
1,557
89
$37K 0.02%
+710
90
$35K 0.01%
515
91
$35K 0.01%
+500
92
$34K 0.01%
+517
93
$34K 0.01%
202
94
$33K 0.01%
724
95
$32K 0.01%
+361
96
$32K 0.01%
117
97
$32K 0.01%
125
98
$31K 0.01%
3,101
-31
99
$31K 0.01%
+50
100
$31K 0.01%
70
2 3
4
5 6