BFP

Briaud Financial Planning Portfolio holdings

AUM $306M
1-Year Est. Return 26.31%
This Quarter Est. Return
1 Year Est. Return
+26.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$245K
3
+$229K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$162K
5
AMGN icon
Amgen
AMGN
+$157K

Top Sells

1
+$4.07M
2
+$143K
3
+$91K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$88K
5
EPD icon
Enterprise Products Partners
EPD
+$62K

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 Change
in Stake 		Capital Flow
151
$7K ﹤0.01%
2,160
152
$6K ﹤0.01%
88
-12
153
$6K ﹤0.01%
146
154
$6K ﹤0.01%
1,072
155
$6K ﹤0.01%
100
156
$5K ﹤0.01%
631
157
$5K ﹤0.01%
+166
158
$5K ﹤0.01%
874
159
$5K ﹤0.01%
508
160
$5K ﹤0.01%
194
161
$5K ﹤0.01%
230
162
$4K ﹤0.01%
60
163
$4K ﹤0.01%
8
164
$4K ﹤0.01%
35
165
$4K ﹤0.01%
7
166
$4K ﹤0.01%
26
167
$4K ﹤0.01%
49
168
$4K ﹤0.01%
167
169
$4K ﹤0.01%
23
170
$4K ﹤0.01%
26
171
$4K ﹤0.01%
100
172
$3K ﹤0.01%
50
173
$3K ﹤0.01%
50
174
$3K ﹤0.01%
90
175
$3K ﹤0.01%
124
5 6
7
8 9