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
$174M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.65M
3
+$2.56M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.49M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.46M

Top Sells

1
+$3.88M
2
+$3.31M
3
+$2.57M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.33M
5
ABBV icon
AbbVie
ABBV
+$2.25M

Sector Composition

1 Technology 15.55%
2 Consumer Discretionary 5.94%
3 Industrials 4.27%
4 Healthcare 3.6%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.43%
+33,272
27
$2.45M 1.41%
32,609
+2,356
28
$2.35M 1.35%
57,884
-63,255
29
$2.34M 1.35%
50,949
+18,017
30
$2.28M 1.31%
46,298
-67,364
31
$2.26M 1.3%
29,948
-10,914
32
$2.26M 1.3%
5,099
33
$2.25M 1.29%
21,038
+8,853
34
$2.12M 1.22%
4,754
+558
35
$2M 1.15%
+2,765
36
$1.91M 1.1%
40,250
-36,371
37
$1.91M 1.1%
22,809
-2,635
38
$1.76M 1.01%
23,476
+697
39
$1.7M 0.98%
11,212
-5,428
40
$1.68M 0.97%
15,422
41
$1.52M 0.87%
6,917
+93
42
$1.47M 0.84%
18,590
+4,917
43
$1.46M 0.84%
5,824
+576
44
$1.41M 0.81%
14,212
+755
45
$1.39M 0.8%
+34,189
46
$1.35M 0.78%
8,186
-1,524
47
$1.29M 0.74%
+36,409
48
$1.12M 0.64%
42,660
49
$916K 0.53%
18,947
+3,149
50
$881K 0.51%
11,643
-27,733
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