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

Top Buys

1
+$28.9M
2
+$15.6M
3
+$1.44M
4
NVDA icon
NVIDIA
NVDA
+$1.13M
5
AAPL icon
Apple
AAPL
+$911K

Top Sells

1
+$443K
2
+$294K
3
+$133K
4
SOUN icon
SoundHound AI
SOUN
+$92K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$49.8K

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