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
$173M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$7.27M
3
+$6.94M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$474K
5
AAPL icon
Apple
AAPL
+$210K

Top Sells

1
+$34.3M
2
+$18.1M
3
+$592K
4
EW icon
Edwards Lifesciences
EW
+$61.6K
5
SLV icon
iShares Silver Trust
SLV
+$51.4K

Sector Composition

1 Energy 1.25%
2 Technology 1.21%
3 Healthcare 0.71%
4 Materials 0.71%
5 Financials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
59
127
$2K ﹤0.01%
200
128
$2K ﹤0.01%
5
129
$1K ﹤0.01%
63
130
$1K ﹤0.01%
+10
131
$1K ﹤0.01%
15
132
$1K ﹤0.01%
33
133
$1K ﹤0.01%
+19
134
$0 ﹤0.01%
100
135
$0 ﹤0.01%
21
136
$0 ﹤0.01%
10
137
$0 ﹤0.01%
6
138
– –
-253,699
139
$0 ﹤0.01%
108
140
– –
-1
141
$0 ﹤0.01%
300
142
$0 ﹤0.01%
+42
143
$0 ﹤0.01%
50
144
$0 ﹤0.01%
+30
145
– –
-210
146
$0 ﹤0.01%
9
2 3 4 5
6