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

Top Buys

1
+$1.44M
2
+$545K
3
+$466K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$452K
5
AMZN icon
Amazon
AMZN
+$266K

Top Sells

1
+$678K
2
+$359K
3
+$320K
4
AAPL icon
Apple
AAPL
+$245K
5
IBM icon
IBM
IBM
+$138K

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
1 2 3
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