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
$245M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$15M
3
+$1.38M
4
NVDA icon
NVIDIA
NVDA
+$1.1M
5
AAPL icon
Apple
AAPL
+$968K

Top Sells

1
+$448K
2
+$312K
3
+$123K
4
SOUN icon
SoundHound AI
SOUN
+$92K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$46.8K

Sector Composition

1 Technology 2.63%
2 Energy 0.93%
3 Healthcare 0.91%
4 Financials 0.62%
5 Materials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.01%
160
102
$29K 0.01%
256
103
$29K 0.01%
2,775
+2,000
104
$28K 0.01%
68
105
$27K 0.01%
+712
106
$27K 0.01%
110
107
$27K 0.01%
+491
108
$26K 0.01%
100
109
$26K 0.01%
+244
110
$25K 0.01%
151
+26
111
$25K 0.01%
121
112
$24K 0.01%
+200
113
$23K 0.01%
+100
114
$23K 0.01%
200
115
$23K 0.01%
+259
116
$23K 0.01%
+409
117
$22K 0.01%
+296
118
$22K 0.01%
+127
119
$22K 0.01%
408
120
$21K 0.01%
566
121
$21K 0.01%
810
122
$21K 0.01%
+224
123
$20K 0.01%
903
124
$20K 0.01%
166
125
$20K 0.01%
351
3 4
5
6 7