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
$117M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$507K
3
+$46K
4
XOM icon
Exxon Mobil
XOM
+$26.6K

Top Sells

1
+$8.02M
2
+$1.25M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$972K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$772K

Sector Composition

1 Energy 1.05%
2 Communication Services 0.93%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-137
127
– –
-108
128
– –
-508
129
– –
-1,072
130
– –
-224
131
– –
-1,134
132
– –
-110
133
– –
-2,900
134
– –
-218
135
– –
-100
136
– –
-146
137
– –
-367
138
– –
-402
139
– –
-395
140
– –
-24
141
– –
-15
142
– –
-48
143
– –
-32
144
– –
-44
145
– –
-453
146
– –
-46
147
– –
-217
148
– –
-981
149
– –
-300
150
– –
-710
4 5
6
7 8