NFP
Narus Financial Partners Portfolio holdings
AUM
$320M
This Quarter Return
-1.77%
1 Year Return
+26.11%
3 Year Return
+82.1%
5 Year Return
–
10 Year Return
–
AUM
$94.9M
AUM Growth
–
Cap. Flow
+$94.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.61%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Walmart
WMT
|
$55.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.72M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.39M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 59.49% |
| 2 | Technology | 2.41% |
| 3 | Financials | 2.34% |
| 4 | Healthcare | 1.34% |
| 5 | Industrials | 0.86% |
