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
176
$3K ﹤0.01%
+27
177
$3K ﹤0.01%
+100
178
$3K ﹤0.01%
42
179
$3K ﹤0.01%
49
180
$3K ﹤0.01%
124
181
$2K ﹤0.01%
63
182
$2K ﹤0.01%
59
183
$2K ﹤0.01%
34
+1
184
$1K ﹤0.01%
+54
185
$1K ﹤0.01%
15
186
$1K ﹤0.01%
46
187
$1K ﹤0.01%
+44
188
$1K ﹤0.01%
+5
189
$1K ﹤0.01%
+10
190
– –
0
191
– –
0
192
$0 ﹤0.01%
+5
193
$0 ﹤0.01%
21
194
– –
-218
195
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0
196
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0
197
$0 ﹤0.01%
+41
198
$0 ﹤0.01%
300
199
$0 ﹤0.01%
+28
200
– –
-494
5 6 7
8
9