BFP

Briaud Financial Planning Portfolio holdings

AUM $406M
1-Year Est. Return 36.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$263K
3
+$257K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$206K
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$178K

Top Sells

1
+$18.7M
2
+$1.23M
3
+$1.11M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$228K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$33.3K

Sector Composition

1 Technology 2.84%
2 Energy 0.96%
3 Healthcare 0.96%
4 Financials 0.68%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46K 0.02%
819
102
$46K 0.02%
126
103
$46K 0.02%
321
+65
104
$45K 0.02%
438
105
$45K 0.02%
+722
106
$45K 0.02%
+903
107
$45K 0.02%
332
108
$44K 0.02%
14,000
109
$44K 0.02%
1,475
110
$43K 0.02%
1,990
111
$42K 0.02%
+57
112
$41K 0.02%
710
113
$41K 0.02%
716
+150
114
$40K 0.02%
+724
115
$39K 0.02%
+1,361
116
$39K 0.02%
+222
117
$39K 0.02%
+772
118
$38K 0.02%
+733
119
$37K 0.01%
515
120
$36K 0.01%
288
121
$36K 0.01%
517
122
$34K 0.01%
90
+20
123
$34K 0.01%
68
124
$33K 0.01%
+1,045
125
$33K 0.01%
151
3 4
5
6 7