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
$163M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$497K
3
+$455K
4
BA icon
Boeing
BA
+$420K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$370K

Top Sells

1
+$1.31M
2
+$584K
3
+$531K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$121K
5
MSFT icon
Microsoft
MSFT
+$78.7K

Sector Composition

1 Technology 12.01%
2 Healthcare 5.19%
3 Industrials 4.27%
4 Consumer Staples 4.25%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$678K 0.42%
4,081
52
$539K 0.33%
33,100
-188
53
$497K 0.3%
+18,438
54
$494K 0.3%
2,285
+214
55
$482K 0.3%
8,930
56
$478K 0.29%
54,097
57
$455K 0.28%
+6,964
58
$441K 0.27%
888
-127
59
$420K 0.26%
+1,975
60
$374K 0.23%
1,680
61
$366K 0.22%
1,184
-8
62
$339K 0.21%
902
+136
63
$317K 0.19%
2,309
64
$276K 0.17%
2,850
65
$268K 0.16%
2,040
66
$261K 0.16%
812
-100
67
$256K 0.16%
2,832
68
$235K 0.14%
+4,235
69
$233K 0.14%
+2,025
70
$230K 0.14%
+5,700
71
$209K 0.13%
+1,504
72
$203K 0.12%
+3,363
73
$85.3K 0.05%
+10,089
74
– –
-12,314
1 2
3