LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
+8.66%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(+14%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
6.07%
Top 10 Holdings %
Top 10 Hldgs %
42.4%
Holding
99
New
12
Increased
43
Reduced
25
Closed
7
Top Buys
| 1 |
Microsoft
MSFT
|
$2.05M |
| 2 |
Goldman Sachs
GS
|
$1.53M |
| 3 |
UnitedHealth
UNH
|
$1.42M |
| 4 |
PNC Financial Services
PNC
|
$1.16M |
| 5 |
Boeing
BA
|
$881K |
Top Sells
| 1 |
Apple
AAPL
|
$1.2M |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$1.05M |
| 3 |
Starbucks
SBUX
|
$728K |
| 4 |
PACCAR
PCAR
|
$408K |
| 5 |
CrowdStrike
CRWD
|
$332K |
Sector Composition
| 1 | Technology | 14.62% |
| 2 | Consumer Discretionary | 6.83% |
| 3 | Industrials | 6.28% |
| 4 | Financials | 5.24% |
| 5 | Healthcare | 3.78% |
