BFP
Briaud Financial Planning Portfolio holdings
AUM
$254M
This Quarter Return
+8%
1 Year Return
+20.89%
3 Year Return
+53.57%
5 Year Return
+62.23%
10 Year Return
–
AUM
$254M
AUM Growth
+$254M
(+0.76%)
Cap. Flow
-$16.3M
Cap. Flow
% of AUM
-6.43%
Top 10 Holdings %
Top 10 Hldgs %
91.73%
Holding
372
New
164
Increased
43
Reduced
12
Closed
7
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$18.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.33M |
| 3 |
iShares Gold Trust
IAU
|
$1.11M |
| 4 |
abrdn Physical Platinum Shares ETF
PPLT
|
$286K |
| 5 |
Invesco QQQ Trust
QQQ
|
$37K |
Sector Composition
| 1 | Technology | 2.84% |
| 2 | Energy | 0.96% |
| 3 | Healthcare | 0.96% |
| 4 | Financials | 0.68% |
| 5 | Consumer Discretionary | 0.41% |
