BFP
Briaud Financial Planning Portfolio holdings
AUM $252M
AUM
$252M
AUM Growth
+$6.38M (+3%)
Cap. Flow
-$586K
Cap. Flow % of AUM
-0.23%
Top 10 Holdings %Top 10 Hldgs %
93.56%
Holding
236
New
20
Increased
14
Reduced
10
Closed
14
Top Buys
| 1 | $2.12M | |
| 2 | $245K | |
| 3 | $229K | |
| 4 | $162K | |
| 5 | $157K |
Top Sells
| 1 | $4.07M | |
| 2 | $143K | |
| 3 | $61K | |
| 4 | $54.7K | |
| 5 | $48.7K |
Sector Composition
| 1 | Technology | 2.3% |
| 2 | Healthcare | 1% |
| 3 | Energy | 0.98% |
| 4 | Financials | 0.63% |
| 5 | Materials | 0.33% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7K | 0% | 94 | – | – | |||
| $6K | 0% | 88 -12 | -12% | -$818 | |||
| $6K | 0% | 146 | – | – | |||
| $6K | 0% | 1,072 | – | – | |||
| $6K | 0% | 100 | – | – | |||
| $5K | 0% | 12,612 | – | – | |||
| $5K | 0% | 166 | New | +$5K | |||
| $5K | 0% | 874 | – | – | |||
| $5K | 0% | 508 | – | – | |||
| $5K | 0% | 194 | – | – | |||
| $5K | 0% | 230 | – | – | |||
| $4K | 0% | 49 | – | – | |||
| $4K | 0% | 167 | – | – | |||
| $4K | 0% | 23 | – | – | |||
| $4K | 0% | 26 | – | – | |||
| $4K | 0% | 100 | – | – | |||
| $4K | 0% | 60 | – | – | |||
| $4K | 0% | 8 | – | – | |||
| $4K | 0% | 35 | – | – | |||
| $4K | 0% | 7 | – | – | |||
| $4K | 0% | 26 | – | – | |||
| $3K | 0% | 50 | – | – | |||
| $3K | 0% | 50 | – | – | |||
| $3K | 0% | 26 | – | – | |||
| $3K | 0% | 7 | – | – |
