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Home > Institutional Investor > Narus Financial Partners, Llc > Profile

Instuitional Investor - Narus Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Narus Financial Partners, Llc
Portfolio Value $294,016,280
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 1,427,050 $125,280,722 42.61%
2.
Spdr Gold Trust
 GLD 24,751 $7,131,753 2.43%
3.
Vanguard Tax-Managed Fds
 108,879 $5,534,339 1.88%
4.
Sector Spdr Trust
 XLB 26,451 $5,461,602 1.86%
5.
Deckers Outdoor Corp
 DECK 42,270 $4,726,209 1.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)