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
$112M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.25M
3
+$944K
4
BND icon
Vanguard Total Bond Market
BND
+$494K
5
XOM icon
Exxon Mobil
XOM
+$451K

Top Sells

1
+$25.8M
2
+$5.33M
3
+$5.03M
4
GLD icon
SPDR Gold Trust
GLD
+$3.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$311K

Sector Composition

1 Technology 1.02%
2 Energy 0.99%
3 Healthcare 0.92%
4 Materials 0.77%
5 Financials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$224K 0.2%
1,660
27
$223K 0.2%
5,876
28
$15K 0.01%
631
29
– –
-50,277
30
– –
-224,244
31
– –
-103,296
1
2