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
$123M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$1.2M
3
+$942K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$262K
5
ZTS icon
Zoetis
ZTS
+$174K

Top Sells

1
+$323K
2
+$212K
3
+$131K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$47.7K
5
IAU icon
iShares Gold Trust
IAU
+$9.52K

Sector Composition

1 Energy 1.6%
2 Technology 1.21%
3 Healthcare 1.09%
4 Materials 1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
+28
152
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+22
153
$1K ﹤0.01%
+63
154
$1K ﹤0.01%
+32
155
$1K ﹤0.01%
+16
156
$1K ﹤0.01%
+16
157
$1K ﹤0.01%
+28
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+17
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$0 ﹤0.01%
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$0 ﹤0.01%
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174
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$0 ﹤0.01%
+10
4 5 6
7
8