NFP

Narus Financial Partners Portfolio holdings

AUM $363M
1-Year Est. Return 20.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$491K
3
+$476K
4
QCOM icon
Qualcomm
QCOM
+$248K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$234K

Top Sells

1
+$355K
2
+$318K
3
+$286K
4
NVDA icon
NVIDIA
NVDA
+$220K
5
WHR icon
Whirlpool
WHR
+$213K

Sector Composition

1 Consumer Staples 60.33%
2 Technology 2.88%
3 Financials 2.41%
4 Healthcare 1.24%
5 Industrials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-82,360
77
– –
-1,171
78
– –
-3,238
1 2 3
4