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
$194M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$717K
2 +$619K
3 +$568K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$418K
5
NTAP icon
NetApp
NTAP
+$408K

Sector Composition

1 Consumer Staples 41.96%
2 Technology 4.4%
3 Financials 1.55%
4 Consumer Discretionary 1.18%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,534