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

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
-2,100
127
-1,125
128
-19,600