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
$245M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$28.7M
2
+$15M
3
+$1.38M
4
NVDA icon
NVIDIA
NVDA
+$1.1M
5
AAPL icon
Apple
AAPL
+$968K

Top Sells

1
+$448K
2
+$312K
3
+$123K
4
SOUN icon
SoundHound AI
SOUN
+$92K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$46.8K

Sector Composition

1 Technology 2.63%
2 Energy 0.93%
3 Healthcare 0.91%
4 Financials 0.62%
5 Materials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
94
152
$5K ﹤0.01%
874
153
$5K ﹤0.01%
1,072
154
$5K ﹤0.01%
+100
155
$5K ﹤0.01%
+8
156
$5K ﹤0.01%
+35
157
$5K ﹤0.01%
+5
158
$5K ﹤0.01%
45
159
$5K ﹤0.01%
+32
160
$4K ﹤0.01%
+49
161
$4K ﹤0.01%
+50
162
$4K ﹤0.01%
167
163
$4K ﹤0.01%
+26
164
$4K ﹤0.01%
+26
165
$4K ﹤0.01%
508
166
$4K ﹤0.01%
+60
167
$4K ﹤0.01%
+7
168
$4K ﹤0.01%
+282
169
$4K ﹤0.01%
+7
170
$4K ﹤0.01%
+230
171
$4K ﹤0.01%
+26
172
$4K ﹤0.01%
+90
173
$3K ﹤0.01%
+39
174
$3K ﹤0.01%
+50
175
$3K ﹤0.01%
+23
5 6
7
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