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
$163M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$497K
3
+$455K
4
BA icon
Boeing
BA
+$420K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$370K

Top Sells

1
+$1.31M
2
+$584K
3
+$531K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$121K
5
MSFT icon
Microsoft
MSFT
+$78.7K

Sector Composition

1 Technology 12.01%
2 Healthcare 5.19%
3 Industrials 4.27%
4 Consumer Staples 4.25%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.54%
16,290
27
$2.47M 1.52%
16,640
+1,052
28
$2.42M 1.48%
10,001
+626
29
$2.32M 1.42%
30,253
+2,137
30
$2.19M 1.34%
9,685
+663
31
$2.16M 1.32%
113,625
+4,690
32
$2.09M 1.28%
5,099
33
$2.08M 1.28%
35,579
+3,283
34
$2M 1.23%
34,559
+2,003
35
$1.86M 1.14%
25,444
+619
36
$1.72M 1.06%
4,196
+62
37
$1.72M 1.05%
22,779
+2,713
38
$1.54M 0.94%
9,710
+3
39
$1.53M 0.94%
32,932
+3,073
40
$1.43M 0.88%
15,422
+120
41
$1.4M 0.86%
13,457
-5,098
42
$1.31M 0.8%
12,185
-1,120
43
$1.31M 0.8%
6,824
+336
44
$1.28M 0.78%
5,248
+333
45
$1.21M 0.74%
3,145
+182
46
$1.14M 0.7%
42,660
47
$1.14M 0.7%
18,388
+598
48
$1.1M 0.67%
13,673
49
$800K 0.49%
15,798
+1,327
50
$791K 0.48%
15,683
+61
1
2
3