BFP
Briaud Financial Planning Portfolio holdings
AUM
$254M
This Quarter Return
+8.22%
1 Year Return
+20.89%
3 Year Return
+53.57%
5 Year Return
+62.23%
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+50%)
Cap. Flow
+$48.7M
Cap. Flow
% of AUM
27.68%
Top 10 Holdings %
Top 10 Hldgs %
94.68%
Holding
129
New
120
Increased
1
Reduced
5
Closed
2
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$1.89M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$1.51M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.16M |
| 4 |
Walt Disney
DIS
|
$644K |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$42K |
Sector Composition
| 1 | Energy | 1.11% |
| 2 | Technology | 0.93% |
| 3 | Healthcare | 0.71% |
| 4 | Materials | 0.68% |
| 5 | Communication Services | 0.58% |
