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
$181M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.05M
3
+$1.44M
4
ORCL icon
Oracle
ORCL
+$1.37M
5
IR icon
Ingersoll Rand
IR
+$1.32M

Top Sells

1
+$2.35M
2
+$2M
3
+$1.7M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.1M
5
DVN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.38%
32,847
+2,513
27
$2.44M 1.35%
34,976
-1,340
28
$2.42M 1.34%
55,176
+4,227
29
$2.34M 1.3%
22,865
+1,827
30
$2.25M 1.24%
5,235
+481
31
$2.18M 1.21%
5,099
32
$2.17M 1.2%
44,102
-2,196
33
$2.1M 1.16%
27,927
-2,021
34
$1.87M 1.03%
21,976
-833
35
$1.75M 0.97%
37,102
-3,148
36
$1.66M 0.92%
7,190
+1,366
37
$1.61M 0.89%
15,302
-120
38
$1.59M 0.88%
6,970
+53
39
$1.53M 0.85%
20,193
+1,603
40
$1.46M 0.81%
37,675
+3,486
41
$1.43M 0.79%
41,059
+4,650
42
$1.37M 0.76%
+12,913
43
$1.32M 0.73%
+20,706
44
$1.31M 0.72%
+10,330
45
$1.3M 0.72%
8,149
-37
46
$1.27M 0.71%
13,967
-245
47
$1.26M 0.7%
+2,248
48
$1.08M 0.6%
42,660
49
$941K 0.52%
19,566
+3,046
50
$923K 0.51%
40,215
+5,495
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