NFP
Narus Financial Partners Portfolio holdings
AUM
$320M
This Quarter Return
-0.41%
1 Year Return
+26.11%
3 Year Return
+82.1%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.68%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Walmart
WMT
|
$78.3M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$4.46M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$4.32M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$4.04M |
| 5 |
Apple
AAPL
|
$3.84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 44.46% |
| 2 | Technology | 4.75% |
| 3 | Financials | 1.78% |
| 4 | Consumer Discretionary | 1.64% |
| 5 | Healthcare | 1.26% |
