BFP
Briaud Financial Planning Portfolio holdings
AUM
$254M
This Quarter Return
+4.09%
1 Year Return
+20.89%
3 Year Return
+53.57%
5 Year Return
+62.23%
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(-1.5%)
Cap. Flow
-$8.18M
Cap. Flow
% of AUM
-4.72%
Top 10 Holdings %
Top 10 Hldgs %
94.42%
Holding
146
New
19
Increased
15
Reduced
14
Closed
3
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$34.3M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$18.1M |
| 3 |
iShares Gold Trust
IAU
|
$592K |
| 4 |
Edwards Lifesciences
EW
|
$61.6K |
| 5 |
iShares Silver Trust
SLV
|
$51.4K |
Sector Composition
| 1 | Energy | 1.25% |
| 2 | Technology | 1.21% |
| 3 | Healthcare | 0.71% |
| 4 | Materials | 0.71% |
| 5 | Financials | 0.54% |
