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
$173M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$7.27M
3
+$6.94M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$474K
5
AAPL icon
Apple
AAPL
+$210K

Top Sells

1
+$34.3M
2
+$18.1M
3
+$592K
4
EW icon
Edwards Lifesciences
EW
+$61.6K
5
SLV icon
iShares Silver Trust
SLV
+$51.4K

Sector Composition

1 Energy 1.25%
2 Technology 1.21%
3 Healthcare 0.71%
4 Materials 0.71%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K 0.01%
+995
102
$11K 0.01%
60
103
$11K 0.01%
+291
104
$10K 0.01%
2,160
105
$9K 0.01%
+80
106
$8K ﹤0.01%
631
107
$8K ﹤0.01%
100
108
$8K ﹤0.01%
114
109
$7K ﹤0.01%
+24
110
$6K ﹤0.01%
+200
111
$6K ﹤0.01%
345
+4
112
$6K ﹤0.01%
922
-162
113
$5K ﹤0.01%
874
114
$5K ﹤0.01%
+163
115
$5K ﹤0.01%
218
116
$4K ﹤0.01%
100
117
$4K ﹤0.01%
167
118
$4K ﹤0.01%
508
119
$4K ﹤0.01%
1,072
120
$4K ﹤0.01%
+94
121
$3K ﹤0.01%
+163
122
$3K ﹤0.01%
42
123
$3K ﹤0.01%
49
124
$3K ﹤0.01%
124
125
$2K ﹤0.01%
+19
2 3 4
5
6