NFP
Narus Financial Partners Portfolio holdings
AUM
$320M
This Quarter Return
-2.73%
1 Year Return
+26.11%
3 Year Return
+82.1%
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
-$1.67M
(-0.56%)
Cap. Flow
+$5.73M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
57.31%
Holding
160
New
15
Increased
58
Reduced
67
Closed
11
Top Buys
| 1 |
Deckers Outdoor
DECK
|
$4.73M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$761K |
| 3 |
Vanguard Communication Services ETF
VOX
|
$704K |
| 4 |
SPDR Gold Trust
GLD
|
$687K |
| 5 |
Invesco DB Oil Fund
DBO
|
$669K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 43.04% |
| 2 | Technology | 4.73% |
| 3 | Consumer Discretionary | 2.71% |
| 4 | Financials | 1.77% |
| 5 | Communication Services | 1.39% |
