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
$280M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.11M
3
+$1.69M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.42M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.26M

Top Sells

1
+$4.88M
2
+$3.28M
3
+$1.47M
4
AVGO icon
Broadcom
AVGO
+$1.46M
5
ETN icon
Eaton
ETN
+$774K

Sector Composition

1 Technology 17.41%
2 Financials 5.76%
3 Industrials 5.54%
4 Consumer Discretionary 5.23%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 1.28%
31,564
+1,497
27
$3.5M 1.25%
+21,008
28
$3.37M 1.2%
3,181
-34
29
$3.31M 1.18%
73,113
+6,348
30
$3.27M 1.17%
30,665
+1,063
31
$3.17M 1.13%
5,404
+190
32
$3.04M 1.09%
15,548
33
$2.99M 1.07%
41,647
+5,833
34
$2.49M 0.89%
10,743
-6,292
35
$2.47M 0.88%
12,823
-1,216
36
$2.44M 0.87%
15,302
37
$2.34M 0.84%
8,250
+29
38
$2.22M 0.79%
28,755
+2,196
39
$1.89M 0.67%
51,431
+2,989
40
$1.86M 0.66%
37,541
+12,464
41
$1.84M 0.66%
46,723
+4,768
42
$1.66M 0.59%
15,935
-1,845
43
$1.58M 0.56%
64,647
+3,711
44
$1.56M 0.56%
19,466
+2,325
45
$1.47M 0.53%
2,477
46
$1.46M 0.52%
61,722
+3,545
47
$1.45M 0.52%
29,012
+1,303
48
$1.23M 0.44%
6,930
+291
49
$1.19M 0.42%
4,599
-2,181
50
$1.15M 0.41%
4,130
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