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
$179M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$78.3M
2 +$4.46M
3 +$4.32M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.04M
5
AAPL icon
Apple
AAPL
+$3.84M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 44.46%
2 Technology 4.75%
3 Financials 1.78%
4 Consumer Discretionary 1.64%
5 Healthcare 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$225K 0.13%
+1,227
102
$224K 0.13%
+539
103
$222K 0.12%
+2,545
104
$219K 0.12%
+2,100
105
$219K 0.12%
+981
106
$218K 0.12%
+2,027
107
$214K 0.12%
+12,679
108
$204K 0.11%
+971
109
$203K 0.11%
+4,051
110
$202K 0.11%
+1,091
111
$202K 0.11%
+4,487
112
$24.5K 0.01%
+10,806