LFP

Leeward Financial Partners Portfolio holdings

AUM $356M
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.62M
3
+$3.47M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.26M
5
MSFT icon
Microsoft
MSFT
+$2.12M

Top Sells

1
+$3.71M
2
+$2.96M
3
+$2.57M
4
NOW icon
ServiceNow
NOW
+$1.87M
5
NXPI icon
NXP Semiconductors
NXPI
+$1.83M

Sector Composition

1 Technology 17.53%
2 Communication Services 7.54%
3 Financials 5.68%
4 Consumer Discretionary 4.53%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APP icon
26
Applovin
APP
$132B
$4.47M 1.26%
6,637
+5,511
MUB icon
27
iShares National Muni Bond ETF
MUB
$42.6B
$4.37M 1.23%
40,825
+307
META icon
28
Meta Platforms (Facebook)
META
$1.39T
$4.25M 1.19%
6,438
+5,438
VNQ icon
29
Vanguard Real Estate ETF
VNQ
$33.9B
$4.25M 1.19%
47,973
+849
VRT icon
30
Vertiv
VRT
$96.6B
$4.11M 1.15%
25,346
-21,369
UNH icon
31
UnitedHealth
UNH
$243B
$4M 1.12%
12,117
+213
IVV icon
32
iShares Core S&P 500 ETF
IVV
$671B
$3.98M 1.12%
5,809
-71
NTRA icon
33
Natera
NTRA
$27.8B
$3.97M 1.12%
+17,343
BND icon
34
Vanguard Total Bond Market
BND
$150B
$3.91M 1.1%
52,844
-1,021
SPY icon
35
State Street SPDR S&P 500 ETF Trust
SPY
$638B
$3.47M 0.98%
5,093
-71
BSV icon
36
Vanguard Short-Term Bond ETF
BSV
$43.5B
$3.01M 0.85%
38,207
+324
IYW icon
37
iShares US Technology ETF
IYW
$17.8B
$3M 0.84%
15,002
-450
VIG icon
38
Vanguard Dividend Appreciation ETF
VIG
$98.7B
$2.76M 0.78%
12,561
JPM icon
39
JPMorgan Chase
JPM
$787B
$2.64M 0.74%
8,207
+6,398
PLTR icon
40
Palantir
PLTR
$353B
$2.56M 0.72%
14,382
-8,527
USHY icon
41
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
$2.55M 0.72%
68,139
-889
TOTL icon
42
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.14B
$2.4M 0.67%
59,599
-2,027
FLMI icon
43
Franklin Dynamic Municipal Bond ETF
FLMI
$1.84B
$2.28M 0.64%
91,834
+136
PZA icon
44
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.78B
$2.17M 0.61%
93,767
+271
VTEB icon
45
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41B
$2.15M 0.61%
42,833
+227
VCIT icon
46
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.1B
$1.98M 0.56%
23,662
-1,474
AXON icon
47
Axon Enterprise
AXON
$36.2B
$1.69M 0.48%
2,981
-73
APH icon
48
Amphenol
APH
$151B
$1.55M 0.44%
+11,500
SPTM icon
49
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.6B
$1.34M 0.38%
16,280
+47
MAR icon
50
Marriott International
MAR
$86.3B
$1.28M 0.36%
4,130
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