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
$236M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.53M
3
+$1.42M
4
PNC icon
PNC Financial Services
PNC
+$1.16M
5
BA icon
Boeing
BA
+$881K

Top Sells

1
+$1.2M
2
+$1.05M
3
+$728K
4
PCAR icon
PACCAR
PCAR
+$408K
5
CRWD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.47%
42,660
52
$1.04M 0.44%
4,130
+49
53
$1.02M 0.43%
15,921
+51
54
$884K 0.37%
18,450
55
$809K 0.34%
8,852
-7,967
56
$803K 0.34%
1,097
+198
57
$775K 0.33%
2,477
+1,606
58
$619K 0.26%
7,964
+108
59
$525K 0.22%
8,848
-446
60
$518K 0.22%
18,438
61
$513K 0.22%
1,219
-190
62
$509K 0.22%
18,747
-84
63
$430K 0.18%
894
64
$425K 0.18%
2,362
65
$420K 0.18%
17,054
-2,432
66
$362K 0.15%
1,450
-230
67
$349K 0.15%
785
-27
68
$340K 0.14%
5,850
+600
69
$327K 0.14%
1,283
-268
70
$310K 0.13%
6,184
+558
71
$309K 0.13%
1,190
-110
72
$304K 0.13%
+391
73
$293K 0.12%
1,504
74
$293K 0.12%
1,304
-382
75
$286K 0.12%
+588
1 2
3
4