NFP
Narus Financial Partners Portfolio holdings
AUM
$320M
This Quarter Return
+9.92%
1 Year Return
+26.11%
3 Year Return
+82.1%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.19%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Walmart
WMT
|
$85.2M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$4.02M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.45M |
| 4 |
SPDR Gold Trust
GLD
|
$1.78M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 66.35% |
| 2 | Technology | 2.22% |
| 3 | Financials | 1.69% |
| 4 | Healthcare | 1.02% |
| 5 | Consumer Discretionary | 0.71% |
