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
$143M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$531K
3 +$471K
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$463K
5
AMZN icon
Amazon
AMZN
+$277K

Top Sells

1 +$678K
2 +$359K
3 +$319K
4
AAPL icon
Apple
AAPL
+$280K
5
IBM icon
IBM
IBM
+$136K

Sector Composition

1 Consumer Staples 64.42%
2 Financials 2.16%
3 Technology 2.05%
4 Healthcare 1.44%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.15%
+3,196
77
$207K 0.15%
+860
78
$201K 0.14%
+1,685
79
$93K 0.07%
+10,004
80
-37,978
81
-13,310