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
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$7.49M
3
+$6.46M
4
MSFT icon
Microsoft
MSFT
+$6.24M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.73%
2 Consumer Discretionary 6.02%
3 Communication Services 4.62%
4 Healthcare 4.31%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$839K 0.52%
+15,205
52
$765K 0.48%
+12,028
53
$710K 0.44%
+4,298
54
$598K 0.37%
+1,054
55
$389K 0.24%
+1,141
56
$289K 0.18%
+4,000
57
$276K 0.17%
+5,063
58
$268K 0.17%
+3,463
59
$266K 0.17%
+11,749
60
$255K 0.16%
+1,246
61
$252K 0.16%
+844
62
$252K 0.16%
+3,952
63
$243K 0.15%
+7,269
64
$233K 0.15%
+1,506
65
$221K 0.14%
+3,750
66
$220K 0.14%
+624
67
$213K 0.13%
+823
68
$210K 0.13%
+5,020
69
$206K 0.13%
+1,315
70
$204K 0.13%
+909
71
$86K 0.05%
+10,000
1 2
3