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
$69.6M
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$563K
2 +$167K
3 +$163K
4
VPU icon
Vanguard Utilities ETF
VPU
+$92.3K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.3K

Top Sells

1 +$15.7M
2 +$7.69M
3 +$1.87M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.11M
5
IAU icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-21,867