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
$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
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
Consumers Staples Select Sector SPDR Fund
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%
+49
127
$3K ﹤0.01%
+124
128
$2K ﹤0.01%
+41
129
$2K ﹤0.01%
+100
130
$2K ﹤0.01%
+49
131
$2K ﹤0.01%
+28
132
$2K ﹤0.01%
+20
133
$2K ﹤0.01%
+200
134
$2K ﹤0.01%
+25
135
$2K ﹤0.01%
+1,072
136
$2K ﹤0.01%
+18
137
$2K ﹤0.01%
+28
138
$2K ﹤0.01%
+41
139
$2K ﹤0.01%
+77
140
$2K ﹤0.01%
+21
141
$2K ﹤0.01%
+20
142
$1K ﹤0.01%
+22
143
$1K ﹤0.01%
+63
144
$1K ﹤0.01%
+32
145
$1K ﹤0.01%
+16
146
$1K ﹤0.01%
+16
147
$1K ﹤0.01%
+28
148
$1K ﹤0.01%
+17
149
$1K ﹤0.01%
+28
150
$1K ﹤0.01%
+59
4 5
6
7 8