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
176
$19K 0.01%
+238
177
$19K 0.01%
+438
178
$19K 0.01%
+181
179
$19K 0.01%
+80
180
$19K 0.01%
184
+70
181
$19K 0.01%
+268
182
$19K 0.01%
+26
183
$19K 0.01%
810
184
$18K 0.01%
+208
185
$18K 0.01%
+111
186
$18K 0.01%
155
187
$18K 0.01%
+249
188
$18K 0.01%
+168
189
$18K 0.01%
+434
190
$18K 0.01%
+301
191
$18K 0.01%
+150
192
$18K 0.01%
+60
193
$18K 0.01%
+64
194
$17K 0.01%
125
195
$17K 0.01%
+987
196
$17K 0.01%
+389
197
$17K 0.01%
+44
198
$16K 0.01%
+85
199
$16K 0.01%
+90
200
$16K 0.01%
+46
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