LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
+12.62%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+15%)
Cap. Flow
+$5.71M
Cap. Flow
% of AUM
2.76%
Top 10 Holdings %
Top 10 Hldgs %
42.5%
Holding
93
New
17
Increased
34
Reduced
25
Closed
6
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$3.37M |
| 2 |
Ecolab
ECL
|
$2.73M |
| 3 |
PNC Financial Services
PNC
|
$2.4M |
| 4 |
Workday
WDAY
|
$1.37M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$878K |
Top Sells
| 1 |
Constellation Brands
STZ
|
$2.57M |
| 2 |
Schwab International Equity ETF
SCHF
|
$1.83M |
| 3 |
Oracle
ORCL
|
$1.37M |
| 4 |
EOG Resources
EOG
|
$1.31M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.29M |
Sector Composition
| 1 | Technology | 15.2% |
| 2 | Consumer Discretionary | 7.17% |
| 3 | Industrials | 5.4% |
| 4 | Financials | 4.17% |
| 5 | Healthcare | 3.55% |
