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
$123M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$1.2M
3
+$942K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$262K
5
ZTS icon
Zoetis
ZTS
+$174K

Top Sells

1
+$323K
2
+$212K
3
+$131K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$47.7K
5
IAU icon
iShares Gold Trust
IAU
+$9.52K

Sector Composition

1 Energy 1.6%
2 Technology 1.21%
3 Healthcare 1.09%
4 Materials 1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
+167
127
$3K ﹤0.01%
+15
128
$2K ﹤0.01%
+20
129
$2K ﹤0.01%
+21
130
$2K ﹤0.01%
+77
131
$2K ﹤0.01%
+41
132
$2K ﹤0.01%
+28
133
$2K ﹤0.01%
+18
134
$2K ﹤0.01%
+1,072
135
$2K ﹤0.01%
+25
136
$2K ﹤0.01%
+200
137
$2K ﹤0.01%
+20
138
$2K ﹤0.01%
+67
139
$2K ﹤0.01%
+49
140
$2K ﹤0.01%
+100
141
$2K ﹤0.01%
+41
142
$1K ﹤0.01%
+5
143
$1K ﹤0.01%
+46
144
$1K ﹤0.01%
+5
145
$1K ﹤0.01%
+30
146
$1K ﹤0.01%
+46
147
$1K ﹤0.01%
+32
148
$1K ﹤0.01%
+24
149
$1K ﹤0.01%
+36
150
$1K ﹤0.01%
+59
4 5
6
7 8