BFP

Briaud Financial Planning Portfolio holdings

AUM $406M
1-Year Est. Return 36.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.68%
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
+$397K
2
+$263K
3
+$257K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$206K
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$178K

Top Sells

1
+$18.7M
2
+$1.23M
3
+$1.11M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$228K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$33.3K

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
126
$33K 0.01%
160
127
$33K 0.01%
50
128
$32K 0.01%
361
129
$31K 0.01%
+418
130
$30K 0.01%
+582
131
$30K 0.01%
712
132
$30K 0.01%
165
+120
133
$29K 0.01%
129
+12
134
$29K 0.01%
491
135
$29K 0.01%
466
+432
136
$29K 0.01%
+226
137
$28K 0.01%
200
138
$28K 0.01%
+140
139
$27K 0.01%
+194
140
$27K 0.01%
100
141
$27K 0.01%
230
+55
142
$27K 0.01%
+294
143
$27K 0.01%
110
144
$27K 0.01%
+200
145
$27K 0.01%
2,370
-405
146
$27K 0.01%
244
147
$26K 0.01%
+83
148
$25K 0.01%
+346
149
$25K 0.01%
666
+260
150
$25K 0.01%
+486
4 5
6
7 8