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
$176M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$9.14M
3
+$1.52M
4
APD icon
Air Products & Chemicals
APD
+$954K
5
AAPL icon
Apple
AAPL
+$936K

Top Sells

1
+$1.89M
2
+$1.51M
3
+$1.16M
4
DIS icon
Walt Disney
DIS
+$644K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$42K

Sector Composition

1 Energy 1.11%
2 Technology 0.93%
3 Healthcare 0.71%
4 Materials 0.68%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10K 0.01%
+114
102
$7K ﹤0.01%
+341
103
$7K ﹤0.01%
+218
104
$6K ﹤0.01%
+874
105
$5K ﹤0.01%
+167
106
$5K ﹤0.01%
+508
107
$5K ﹤0.01%
+49
108
$4K ﹤0.01%
+100
109
$4K ﹤0.01%
+1,072
110
$4K ﹤0.01%
+42
111
$4K ﹤0.01%
+124
112
$3K ﹤0.01%
+59
113
$3K ﹤0.01%
+200
114
$3K ﹤0.01%
+5
115
$2K ﹤0.01%
+63
116
$2K ﹤0.01%
+15
117
$2K ﹤0.01%
+33
118
$2K ﹤0.01%
+210
119
$1K ﹤0.01%
+21
120
$1K ﹤0.01%
+10
121
$1K ﹤0.01%
+6
122
$1K ﹤0.01%
+108
123
$1K ﹤0.01%
+1
124
$1K ﹤0.01%
+300
125
$1K ﹤0.01%
+50
2 3 4
5
6