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
$194M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$294K
2 +$61.5K
3 +$56.5K
4
INTC icon
Intel
INTC
+$35K
5
DE icon
Deere & Co
DE
+$20.6K

Sector Composition

1 Technology 1.26%
2 Energy 1.13%
3 Healthcare 0.68%
4 Materials 0.59%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
9
152
-150
153
$0 ﹤0.01%
+1