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
$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
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
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
-1,091