LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
+6.58%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+3.8%)
Cap. Flow
-$1.86M
Cap. Flow
% of AUM
-1.29%
Top 10 Holdings %
Top 10 Hldgs %
38.23%
Holding
72
New
8
Increased
21
Reduced
31
Closed
7
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$4.06M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$2.39M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$2.1M |
| 4 |
Constellation Brands
STZ
|
$2.09M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.09M |
Top Sells
| 1 |
Vanguard Small-Cap Growth ETF
VBK
|
$3.31M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.96M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$1.71M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$1.47M |
| 5 |
Johnson & Johnson
JNJ
|
$1.45M |
Sector Composition
| 1 | Technology | 10.38% |
| 2 | Healthcare | 5.88% |
| 3 | Consumer Staples | 4.49% |
| 4 | Financials | 4.31% |
| 5 | Consumer Discretionary | 4.04% |
