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
$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
201
$16K 0.01%
+85
202
$16K 0.01%
+90
203
$15K 0.01%
500
204
$15K 0.01%
300
205
$15K 0.01%
+150
206
$15K 0.01%
300
207
$15K 0.01%
+99
208
$15K 0.01%
+302
209
$15K 0.01%
+300
210
$14K 0.01%
+92
211
$14K 0.01%
+138
212
$14K 0.01%
+335
213
$14K 0.01%
186
214
$13K 0.01%
+259
215
$13K 0.01%
100
216
$13K 0.01%
+236
217
$13K 0.01%
40
+16
218
$13K 0.01%
+50
219
$13K 0.01%
289
+230
220
$13K 0.01%
+256
221
$13K 0.01%
+133
222
$13K 0.01%
+432
223
$12K ﹤0.01%
+62
224
$12K ﹤0.01%
+145
225
$12K ﹤0.01%
+253
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