NFP

Narus Financial Partners Portfolio holdings

AUM $93.9M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.6M
3
+$1.5M
4
WMT icon
Walmart Inc
WMT
+$1.34M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.26M

Top Sells

1
+$1.28M
2
+$1.09M
3
+$964K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$937K
5
VB icon
Vanguard Small-Cap ETF
VB
+$802K

Sector Composition

1 Consumer Staples 42.2%
2 Technology 3.92%
3 Financials 1.74%
4 Consumer Discretionary 1.46%
5 Healthcare 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-17,290
127
– –
-2,182
2 3 4 5
6