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
$254M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$263K
3
+$257K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$206K
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$178K

Top Sells

1
+$18.7M
2
+$1.23M
3
+$1.11M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$228K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$33.3K

Sector Composition

1 Technology 2.84%
2 Energy 0.96%
3 Healthcare 0.96%
4 Financials 0.68%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$24K 0.01%
+351
152
$24K 0.01%
200
153
$24K 0.01%
+546
154
$24K 0.01%
200
155
$24K 0.01%
351
156
$24K 0.01%
224
157
$23K 0.01%
+129
158
$23K 0.01%
+288
159
$22K 0.01%
408
160
$22K 0.01%
409
161
$22K 0.01%
316
162
$22K 0.01%
903
163
$22K 0.01%
166
164
$21K 0.01%
+531
165
$21K 0.01%
+212
166
$21K 0.01%
+460
167
$21K 0.01%
+38
168
$21K 0.01%
+95
169
$20K 0.01%
681
+324
170
$20K 0.01%
+8
171
$20K 0.01%
252
+210
172
$20K 0.01%
88
173
$19K 0.01%
+91
174
$19K 0.01%
+667
175
$19K 0.01%
+35
5 6
7
8 9