NFP
Narus Financial Partners Portfolio holdings
AUM
$320M
1-Year Est. Return
26.11%
1 Year Est. Return
+26.11%
AUM
$294M
AUM Growth
-$1.67M
(-0.56%)
Holding
160
Top Buys
| 1 | +$4.73M | |
| 2 | +$761K | |
| 3 | +$704K | |
| 4 |
SPDR Gold Trust
GLD
|
+$687K |
| 5 |
Invesco DB Oil Fund
DBO
|
+$669K |
Top Sells
| 1 | +$979K | |
| 2 | +$759K | |
| 3 | +$514K | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$367K |
| 5 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
+$363K |
Sector Composition
| 1 | Consumer Staples | 43.04% |
| 2 | Technology | 4.73% |
| 3 | Consumer Discretionary | 2.71% |
| 4 | Financials | 1.77% |
| 5 | Communication Services | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.12B
| – | – |
-5,536
|
|
||
152
Evercore
EVR
$12.2B
| – | – |
-999
|
|
||
153
Alphabet (Google) Class C
GOOG
$3.07T
| – | – |
-1,120
|
|
||
154
Home Depot
HD
$390B
| – | – |
-630
|
|
||
155
SPDR S&P Insurance ETF
KIE
$735M
| – | – |
-4,350
|
|
||
156
UiPath
PATH
$8.2B
| – | – |
-25,400
|
|
||
157
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| – | – |
-2,789
|
|
||
158
TSMC
TSM
$1.53T
| – | – |
-1,100
|
|
||
|
159
Invesco DB US Dollar Index Bullish Fund
UUP
$161M
| – | – |
-12,333
|
|
||
160
Vanguard Large-Cap ETF
VV
$46B
| – | – |
-750
|
|