NFP

Narus Financial Partners Portfolio holdings

AUM $320M
1-Year Est. Return 26.11%
This Quarter Est. Return
1 Year Est. Return
+26.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$372K
2 +$278K
3 +$237K
4
VB icon
Vanguard Small-Cap ETF
VB
+$233K
5
AMN icon
AMN Healthcare
AMN
+$229K

Top Sells

1 +$1.3M
2 +$300K
3 +$241K
4
OMI icon
Owens & Minor
OMI
+$204K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$82.8K

Sector Composition

1 Consumer Staples 58.4%
2 Financials 3.26%
3 Technology 2.69%
4 Healthcare 1.37%
5 Energy 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$207K 0.18%
+5,151
77
$206K 0.18%
+10,470
78
$201K 0.18%
+2,200
79
$158K 0.14%
6,420
80
$147K 0.13%
12,289
+234
81
$81K 0.07%
10,306
82
-6,322
83
-4,365