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
$245M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$15M
3
+$1.38M
4
NVDA icon
NVIDIA
NVDA
+$1.1M
5
AAPL icon
Apple
AAPL
+$968K

Top Sells

1
+$448K
2
+$312K
3
+$123K
4
SOUN icon
SoundHound AI
SOUN
+$92K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$46.8K

Sector Composition

1 Technology 2.63%
2 Energy 0.93%
3 Healthcare 0.91%
4 Financials 0.62%
5 Materials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19K 0.01%
300
127
$19K 0.01%
316
128
$18K 0.01%
175
129
$18K 0.01%
186
130
$18K 0.01%
155
131
$17K 0.01%
995
132
$16K 0.01%
+200
133
$16K 0.01%
+300
134
$15K 0.01%
125
135
$14K 0.01%
500
136
$13K 0.01%
406
137
$11K ﹤0.01%
+40
138
$10K ﹤0.01%
+89
139
$10K ﹤0.01%
114
140
$9K ﹤0.01%
353
+3
141
$8K ﹤0.01%
2,160
142
$8K ﹤0.01%
+68
143
$8K ﹤0.01%
100
144
$7K ﹤0.01%
100
-76
145
$7K ﹤0.01%
+60
146
$7K ﹤0.01%
+72
147
$6K ﹤0.01%
631
148
$6K ﹤0.01%
24
149
$6K ﹤0.01%
+146
150
$6K ﹤0.01%
194
4 5
6
7 8