LFP

Leeward Financial Partners Portfolio holdings

AUM $356M
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.18M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$2.74M
5
COST icon
Costco
COST
+$2.49M

Top Sells

1
+$3.38M
2
+$3.14M
3
+$2.27M
4
VTV icon
Vanguard Value ETF
VTV
+$2.08M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.08M

Sector Composition

1 Technology 17.45%
2 Financials 5.54%
3 Communication Services 5.13%
4 Consumer Discretionary 5.02%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.87M 1.23%
52,521
+3,014
27
$3.85M 1.22%
43,272
+3,219
28
$3.62M 1.15%
34,673
+3,112
29
$3.62M 1.15%
5,829
+8
30
$3.59M 1.14%
11,496
+10,550
31
$3.45M 1.09%
12,518
+3,411
32
$3.19M 1.01%
5,164
-50
33
$3.15M 1%
23,139
+15,648
34
$2.93M 0.93%
14,235
-2,080
35
$2.91M 0.92%
3,730
-2,923
36
$2.89M 0.92%
36,709
+5,185
37
$2.68M 0.85%
15,452
38
$2.63M 0.83%
3,174
+697
39
$2.57M 0.81%
12,561
-9
40
$2.39M 0.76%
59,517
+5,097
41
$2.22M 0.7%
59,134
+3,650
42
$2.18M 0.69%
6,822
-401
43
$2.1M 0.67%
+9,630
44
$2.02M 0.64%
24,366
+2,285
45
$1.91M 0.6%
20,064
+91
46
$1.7M 0.54%
69,889
+3,503
47
$1.58M 0.5%
7,545
-68
48
$1.58M 0.5%
32,142
+2,212
49
$1.57M 0.5%
70,233
+5,692
50
$1.25M 0.4%
3,495
-5,219
1
2
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