LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
-5.09%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(-4.3%)
Cap. Flow
+$3.84M
Cap. Flow
% of AUM
2.76%
Top 10 Holdings %
Top 10 Hldgs %
38.29%
Holding
69
New
2
Increased
44
Reduced
10
Closed
5
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.07M |
| 2 |
Microsoft
MSFT
|
$607K |
| 3 |
Tesla
TSLA
|
$272K |
| 4 |
Rivian
RIVN
|
$243K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$239K |
Top Sells
Sector Composition
| 1 | Technology | 10.69% |
| 2 | Healthcare | 6.53% |
| 3 | Consumer Discretionary | 5.47% |
| 4 | Industrials | 3.29% |
| 5 | Consumer Staples | 3.23% |
