LFP

Leeward Financial Partners Portfolio holdings

AUM $351M
1-Year Est. Return 23.23%
This Quarter Est. Return
1 Year Est. Return
+23.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.38M
3
+$3.37M
4
MSFT icon
Microsoft
MSFT
+$784K
5
VRT icon
Vertiv
VRT
+$772K

Top Sells

1
+$3.01M
2
+$2.72M
3
+$2.64M
4
WDAY icon
Workday
WDAY
+$1.19M
5
UNH icon
UnitedHealth
UNH
+$628K

Sector Composition

1 Technology 14.42%
2 Financials 6.16%
3 Consumer Discretionary 4.72%
4 Communication Services 4.44%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 1.35%
40,053
+37,189
27
$3.61M 1.35%
+21,198
28
$3.38M 1.26%
+25,465
29
$3.33M 1.24%
31,561
+896
30
$3.27M 1.22%
5,821
-893
31
$3.05M 1.14%
42,257
+10,693
32
$2.92M 1.09%
5,214
-190
33
$2.6M 0.97%
3,263
+82
34
$2.49M 0.93%
7,223
-1,027
35
$2.47M 0.92%
31,524
+2,769
36
$2.44M 0.91%
12,570
-2,978
37
$2.37M 0.88%
8,714
-9,720
38
$2.3M 0.86%
13,068
+245
39
$2.19M 0.82%
54,420
+7,697
40
$2.17M 0.81%
15,452
+150
41
$2.04M 0.76%
55,484
+4,053
42
$1.94M 0.73%
19,973
+4,038
43
$1.94M 0.72%
38,833
+1,292
44
$1.81M 0.67%
22,081
+2,615
45
$1.62M 0.61%
66,386
+1,739
46
$1.52M 0.57%
9,107
-1,636
47
$1.49M 0.56%
64,541
+2,819
48
$1.49M 0.55%
29,930
+918
49
$1.3M 0.49%
2,477
50
$1.3M 0.49%
7,613
+683
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2
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