NFP

Narus Financial Partners Portfolio holdings

AUM $363M
1-Year Est. Return 20.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$613K
3
+$459K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$402K
5
VUG icon
Vanguard Growth ETF
VUG
+$379K

Top Sells

1
+$2.93M
2
+$326K
3
+$289K
4
SCHW icon
Charles Schwab
SCHW
+$273K
5
LOW icon
Lowe's Companies
LOW
+$250K

Sector Composition

1 Consumer Staples 40.82%
2 Technology 5.45%
3 Financials 1.56%
4 Communication Services 1.45%
5 Consumer Discretionary 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,450
152
– –
-910
153
– –
-852
3 4 5 6
7