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
$254M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1 +$402K
2 +$292K
3 +$283K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$223K
5
NVDA icon
NVIDIA
NVDA
+$215K

Top Sells

1 +$18.8M
2 +$1.33M
3 +$1.11M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$286K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$37K

Sector Composition

1 Technology 2.84%
2 Energy 0.96%
3 Healthcare 0.96%
4 Financials 0.68%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TXN icon
126
Texas Instruments
TXN
$174B
$33K 0.01%
160
VGT icon
127
Vanguard Information Technology ETF
VGT
$114B
$33K 0.01%
50
CL icon
128
Colgate-Palmolive
CL
$68.1B
$32K 0.01%
361
TPB icon
129
Turning Point Brands
TPB
$2.27B
$31K 0.01%
+418
FUTY icon
130
Fidelity MSCI Utilities Index ETF
FUTY
$2.21B
$30K 0.01%
+582
INFL icon
131
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.44B
$30K 0.01%
712
PM icon
132
Philip Morris
PM
$270B
$30K 0.01%
165
+120
FDX icon
133
FedEx
FDX
$72.5B
$29K 0.01%
129
+12
KIE icon
134
State Street SPDR S&P Insurance ETF
KIE
$538M
$29K 0.01%
491
MLPX icon
135
Global X MLP & Energy Infrastructure ETF
MLPX
$2.7B
$29K 0.01%
466
+432
XMMO icon
136
Invesco S&P MidCap Momentum ETF
XMMO
$5.28B
$29K 0.01%
+226
AMD icon
137
Advanced Micro Devices
AMD
$377B
$28K 0.01%
200
PANW icon
138
Palo Alto Networks
PANW
$131B
$28K 0.01%
+140
AVGO icon
139
Broadcom
AVGO
$1.67T
$27K 0.01%
100
DUK icon
140
Duke Energy
DUK
$92.7B
$27K 0.01%
230
+55
DXJ icon
141
WisdomTree Japan Hedged Equity Fund
DXJ
$5.56B
$27K 0.01%
244
FBTC icon
142
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.6B
$27K 0.01%
+294
ITW icon
143
Illinois Tool Works
ITW
$76.4B
$27K 0.01%
110
PLTR icon
144
Palantir
PLTR
$407B
$27K 0.01%
+200
PPA icon
145
Invesco Aerospace & Defense ETF
PPA
$7.97B
$27K 0.01%
+194
WBD icon
146
Warner Bros
WBD
$70.9B
$27K 0.01%
2,370
-405
AXP icon
147
American Express
AXP
$251B
$26K 0.01%
+83
FNCL icon
148
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
$25K 0.01%
+346
GSK icon
149
GSK
GSK
$97.3B
$25K 0.01%
666
+260
IGIB icon
150
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.4B
$25K 0.01%
+486