LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
-3.3%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+3.9%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
6.91%
Top 10 Holdings %
Top 10 Hldgs %
44.06%
Holding
87
New
5
Increased
42
Reduced
16
Closed
11
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$2.11M |
| 2 |
Vanguard Value ETF
VTV
|
$2.05M |
| 3 |
Amazon
AMZN
|
$1.44M |
| 4 |
Oracle
ORCL
|
$1.37M |
| 5 |
Ingersoll Rand
IR
|
$1.32M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.35M |
| 2 |
ASML
ASML
|
$2M |
| 3 |
Procter & Gamble
PG
|
$1.7M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.1M |
| 5 |
Devon Energy
DVN
|
$916K |
Sector Composition
| 1 | Technology | 15.47% |
| 2 | Consumer Discretionary | 6.6% |
| 3 | Industrials | 5.07% |
| 4 | Healthcare | 3.58% |
| 5 | Financials | 3.18% |
