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
$195M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$377K
2
+$332K
3
+$289K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$278K
5
MPC icon
Marathon Petroleum
MPC
+$228K

Top Sells

1
+$212K
2
+$205K
3
+$202K
4
APPS icon
Digital Turbine
APPS
+$182K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$158K

Sector Composition

1 Consumer Staples 42.35%
2 Technology 4%
3 Financials 1.48%
4 Communication Services 1.18%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-660
127
– –
-2,100
128
– –
-1,125
2 3 4 5
6