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
$236M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.53M
3
+$1.42M
4
PNC icon
PNC Financial Services
PNC
+$1.16M
5
BA icon
Boeing
BA
+$881K

Top Sells

1
+$1.2M
2
+$1.05M
3
+$728K
4
PCAR icon
PACCAR
PCAR
+$408K
5
CRWD icon
CrowdStrike
CRWD
+$332K

Sector Composition

1 Technology 14.62%
2 Consumer Discretionary 6.83%
3 Industrials 6.28%
4 Financials 5.24%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 1.46%
39,834
-2,955
27
$3.32M 1.4%
6,573
+349
28
$3.02M 1.28%
28,111
+2,806
29
$2.91M 1.23%
5,540
+141
30
$2.87M 1.21%
62,869
+5,547
31
$2.84M 1.2%
15,549
32
$2.73M 1.15%
5,214
33
$2.42M 1.02%
33,323
+401
34
$2.3M 0.97%
18,603
-3,291
35
$2.07M 0.87%
15,302
36
$2.03M 0.86%
26,485
-220
37
$1.96M 0.83%
2,574
+118
38
$1.93M 0.82%
7,195
-27
39
$1.93M 0.81%
20,288
-1,436
40
$1.89M 0.8%
7,550
+519
41
$1.68M 0.71%
46,003
+3,537
42
$1.66M 0.7%
20,633
+278
43
$1.58M 0.67%
5,775
+801
44
$1.57M 0.67%
39,302
+1,000
45
$1.53M 0.65%
+3,667
46
$1.35M 0.57%
55,191
+8,508
47
$1.31M 0.55%
54,859
+8,623
48
$1.3M 0.55%
25,733
+4,094
49
$1.25M 0.53%
6,456
+4,567
50
$1.14M 0.48%
23,026
-21,140
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