LFP

Leeward Financial Partners Portfolio holdings

AUM $316M
1-Year Est. Return 19.16%
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$7.49M
3
+$6.46M
4
MSFT icon
Microsoft
MSFT
+$6.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.73%
2 Consumer Discretionary 6.02%
3 Communication Services 4.62%
4 Healthcare 4.31%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.52%
+5,098
27
$2.42M 1.51%
+5,099
28
$2.24M 1.4%
+15,217
29
$2.08M 1.3%
+13,415
30
$2.07M 1.3%
+6,159
31
$1.99M 1.25%
+70,976
32
$1.96M 1.23%
+8,712
33
$1.92M 1.2%
+3,392
34
$1.92M 1.2%
+40,010
35
$1.89M 1.18%
+7,674
36
$1.86M 1.17%
+8,606
37
$1.82M 1.14%
+29,868
38
$1.75M 1.1%
+37,013
39
$1.66M 1.04%
+3,996
40
$1.59M 1%
+8,907
41
$1.57M 0.98%
+6,694
42
$1.5M 0.94%
+12,823
43
$1.41M 0.88%
+16,143
44
$1.34M 0.84%
+42,660
45
$1.33M 0.83%
+11,473
46
$1.22M 0.76%
+14,057
47
$1.22M 0.76%
+23,078
48
$1.15M 0.72%
+22,990
49
$898K 0.56%
+15,367
50
$897K 0.56%
+4,759
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