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
$168M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$89.8M
2 +$4.03M
3 +$3.96M
4
GLD icon
SPDR Gold Trust
GLD
+$3M
5
AAPL icon
Apple
AAPL
+$2.97M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 54.13%
2 Technology 3.81%
3 Consumer Discretionary 1.53%
4 Financials 1.42%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$217K 0.13%
+3,431
102
$214K 0.13%
+860
103
$214K 0.13%
+2,765
104
$205K 0.12%
+2,230
105
$202K 0.12%
+3,994
106
$201K 0.12%
+3,958
107
$200K 0.12%
+3,255