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
$123M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$1.2M
3
+$942K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$262K
5
ZTS icon
Zoetis
ZTS
+$174K

Top Sells

1
+$323K
2
+$212K
3
+$131K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$47.7K
5
IAU icon
iShares Gold Trust
IAU
+$9.52K

Sector Composition

1 Energy 1.6%
2 Technology 1.21%
3 Healthcare 1.09%
4 Materials 1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.01%
+125
102
$12K 0.01%
+218
103
$12K 0.01%
+1,126
104
$11K 0.01%
631
105
$11K 0.01%
+156
106
$10K 0.01%
+109
107
$9K 0.01%
+100
108
$9K 0.01%
+114
109
$8K 0.01%
+44
110
$8K 0.01%
+37
111
$7K 0.01%
+218
112
$6K ﹤0.01%
+42
113
$5K ﹤0.01%
+10
114
$5K ﹤0.01%
+128
115
$5K ﹤0.01%
+95
116
$5K ﹤0.01%
+329
117
$4K ﹤0.01%
+173
118
$4K ﹤0.01%
+87
119
$4K ﹤0.01%
+10
120
$4K ﹤0.01%
+874
121
$4K ﹤0.01%
+508
122
$3K ﹤0.01%
+15
123
$3K ﹤0.01%
+167
124
$3K ﹤0.01%
+18
125
$3K ﹤0.01%
42
-4,524
3 4
5
6 7