BFP
Briaud Financial Planning Portfolio holdings
AUM
$254M
This Quarter Return
+0.43%
1 Year Return
+20.89%
3 Year Return
+53.57%
5 Year Return
+62.23%
10 Year Return
–
AUM
$69.6M
AUM Growth
+$69.6M
(-29%)
Cap. Flow
-$28.4M
Cap. Flow
% of AUM
-40.72%
Top 10 Holdings %
Top 10 Hldgs %
98.52%
Holding
26
New
1
Increased
5
Reduced
5
Closed
10
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$563K |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$167K |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$163K |
| 4 |
Vanguard Utilities ETF
VPU
|
$92.3K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$18.3K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$15.7M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$7.69M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$1.87M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.11M |
| 5 |
iShares Gold Trust
IAU
|
$801K |
Sector Composition
| 1 | Materials | 2.14% |
| 2 | Energy | 0.81% |
| 3 | Healthcare | 0.69% |
| 4 | Communication Services | 0.34% |
| 5 | Technology | 0.34% |