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
$153M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$447K
3
+$424K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$389K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$388K

Top Sells

1
+$9.21M
2
+$723K
3
+$210K
4
COP icon
ConocoPhillips
COP
+$204K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$48.7K

Sector Composition

1 Healthcare 0.62%
2 Technology 0.58%
3 Materials 0.53%
4 Financials 0.34%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.7M 62.07%
561,912
+2,517
2
$25.8M 16.89%
224,244
+3,384
3
$6.5M 4.26%
92,680
+2,378
4
$5.33M 3.5%
103,296
+1,136
5
$5.03M 3.3%
50,277
-486
6
$4.4M 2.88%
128,178
7
$1.83M 1.2%
9,702
+1,110
8
$1.4M 0.92%
3,697
-122
9
$1.2M 0.79%
9,364
+6,342
10
$828K 0.54%
9,966
+4,666
11
$813K 0.53%
3,381
+13
12
$642K 0.42%
4,696
13
$447K 0.29%
+5,404
14
$444K 0.29%
2,503
15
$422K 0.28%
1,119
16
$291K 0.19%
1,066
17
$278K 0.18%
3,256
18
$269K 0.18%
3,736
-10,041
19
$260K 0.17%
14,002
+1,202
20
$255K 0.17%
+3,100
21
$250K 0.16%
1,634
22
$243K 0.16%
947
23
$239K 0.16%
466
24
$238K 0.16%
1,660
25
$235K 0.15%
+6,100
1
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