BFP

Briaud Financial Planning Portfolio holdings

AUM $406M
1-Year Est. Return 36.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$263K
3
+$257K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$206K
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$178K

Top Sells

1
+$18.7M
2
+$1.23M
3
+$1.11M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$228K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$33.3K

Sector Composition

1 Technology 2.84%
2 Energy 0.96%
3 Healthcare 0.96%
4 Financials 0.68%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$79K 0.03%
1,176
77
$79K 0.03%
599
78
$79K 0.03%
2,736
79
$78K 0.03%
1,490
80
$75K 0.03%
+873
81
$74K 0.03%
980
82
$73K 0.03%
337
83
$72K 0.03%
500
84
$72K 0.03%
1,683
85
$71K 0.03%
1,536
86
$65K 0.03%
1,000
87
$65K 0.03%
225
-69
88
$65K 0.03%
848
89
$64K 0.03%
760
90
$63K 0.02%
469
91
$58K 0.02%
2,112
92
$58K 0.02%
200
+75
93
$57K 0.02%
379
94
$56K 0.02%
+618
95
$52K 0.02%
+9
96
$51K 0.02%
909
97
$50K 0.02%
1,246
98
$49K 0.02%
710
99
$48K 0.02%
+977
100
$47K 0.02%
794
2 3
4
5 6