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BFP

Briaud Financial Planning Portfolio holdings

AUM $381M
1-Year Est. Return 37.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.82%
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
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203
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+7
205
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206
$0 ﹤0.01%
15
207
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0
208
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209
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-218
210
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211
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214
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-494
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50
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222
– –
-1
223
$0 ﹤0.01%
100
5 6 7 8
9