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
$194M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$1.13M
3
+$669K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$96K

Top Sells

1
+$294K
2
+$61.5K
3
+$56.5K
4
INTC icon
Intel
INTC
+$35K
5
DE icon
Deere & Co
DE
+$20.6K

Sector Composition

1 Technology 1.26%
2 Energy 1.13%
3 Healthcare 0.68%
4 Materials 0.59%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
155
102
$16K 0.01%
406
103
$11K 0.01%
995
104
$11K 0.01%
60
105
$11K 0.01%
176
-36
106
$11K 0.01%
100
107
$10K 0.01%
114
108
$8K ﹤0.01%
24
109
$7K ﹤0.01%
631
110
$7K ﹤0.01%
2,160
111
$7K ﹤0.01%
350
+5
112
$7K ﹤0.01%
218
113
$6K ﹤0.01%
194
+31
114
$6K ﹤0.01%
775
-147
115
$6K ﹤0.01%
94
116
$5K ﹤0.01%
508
117
$5K ﹤0.01%
1,072
118
$5K ﹤0.01%
+45
119
$5K ﹤0.01%
874
120
$4K ﹤0.01%
167
121
$3K ﹤0.01%
42
122
$3K ﹤0.01%
49
123
$3K ﹤0.01%
124
124
$2K ﹤0.01%
63
125
$2K ﹤0.01%
59
3 4
5
6 7