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
$246M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.99M
3
+$2.57M
4
AVGO icon
Broadcom
AVGO
+$2.21M
5
GS icon
Goldman Sachs
GS
+$2.07M

Top Sells

1
+$3.51M
2
+$3.2M
3
+$3.13M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.98M
5
IR icon
Ingersoll Rand
IR
+$1.62M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 5.73%
3 Industrials 5.51%
4 Financials 5.08%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.31%
4,785
+4,426
27
$3.1M 1.26%
29,067
+956
28
$2.95M 1.2%
64,968
+2,099
29
$2.84M 1.15%
15,548
-1
30
$2.84M 1.15%
5,214
31
$2.57M 1.05%
35,729
+2,406
32
$2.57M 1.04%
+29,723
33
$2.46M 1%
15,350
+13,750
34
$2.44M 0.99%
3,099
+525
35
$2.3M 0.94%
15,302
36
$2.12M 0.86%
13,633
-9,045
37
$2.05M 0.83%
7,918
+368
38
$2M 0.81%
26,099
-386
39
$1.7M 0.69%
16,513
-2,090
40
$1.69M 0.69%
46,510
+507
41
$1.62M 0.66%
40,676
+1,374
42
$1.51M 0.61%
30,469
+7,443
43
$1.45M 0.59%
6,484
+709
44
$1.45M 0.59%
59,249
+4,058
45
$1.38M 0.56%
+3,588
46
$1.35M 0.55%
26,852
+1,119
47
$1.33M 0.54%
56,371
+1,512
48
$1.33M 0.54%
16,690
-3,943
49
$1.24M 0.5%
2,427
-6,901
50
$1.21M 0.49%
6,670
+214
1
2
3 4