BFP

Briaud Financial Planning Portfolio holdings

AUM $306M
1-Year Est. Return 26.31%
This Quarter Est. Return
1 Year Est. Return
+26.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$1.13M
3
+$669K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$96K

Top Sells

1
+$294K
2
+$61.5K
3
+$56.5K
4
INTC icon
Intel
INTC
+$35K
5
DE icon
Deere & Co
DE
+$20.6K

Sector Composition

1 Technology 1.26%
2 Energy 1.13%
3 Healthcare 0.68%
4 Materials 0.59%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
+46
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5
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$0 ﹤0.01%
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$0 ﹤0.01%
+2
150
– –
-291
3 4 5
6
7