NFP
Narus Financial Partners Portfolio holdings
AUM
$93.9M
1-Year Est. Return
21.51%
1 Year Est. Return
+21.51%
AUM
$93.9M
AUM Growth
-$226M
(-71%)
Holding
160
Top Buys
| 1 | +$408K | |
| 2 | +$253K | |
| 3 | +$244K | |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$74.5K |
| 5 |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
|
+$71.6K |
Top Sells
| 1 | +$144M | |
| 2 | +$6.18M | |
| 3 | +$6.03M | |
| 4 |
NVIDIA
NVDA
|
+$4.49M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$4.11M |
Sector Composition
| 1 | Technology | 10.72% |
| 2 | Communication Services | 3.43% |
| 3 | Consumer Staples | 3.03% |
| 4 | Consumer Discretionary | 2.55% |
| 5 | Financials | 2.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Dimensional US Marketwide Value ETF
DFUV
$13.3B
| – | – |
-16,970
|
|
||
152
Dimensional International Small Cap ETF
DFIS
$5.01B
| – | – |
-35,630
|
|
||
153
Deckers Outdoor
DECK
$14.7B
| – | – |
-26,643
|
|
||
154
Cisco
CSCO
$297B
| – | – |
-2,991
|
|
||
155
CrowdStrike
CRWD
$114B
| – | – |
-500
|
|
||
156
Box
BOX
$3.7B
| – | – |
-6,438
|
|
||
157
American Express
AXP
$251B
| – | – |
-919
|
|
||
158
Ameriprise Financial
AMP
$47.3B
| – | – |
-664
|
|
||
159
Applied Materials
AMAT
$259B
| – | – |
-1,433
|
|
||
160
Allison Transmission
ALSN
$9.17B
| – | – |
-2,319
|
|