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
$246M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.99M
3
+$2.57M
4
AVGO icon
Broadcom
AVGO
+$2.21M
5
GS icon
Goldman Sachs
GS
+$2.07M

Top Sells

1
+$3.51M
2
+$3.2M
3
+$3.13M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.98M
5
IR icon
Ingersoll Rand
IR
+$1.62M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 5.73%
3 Industrials 5.51%
4 Financials 5.08%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.44%
41,380
-1,280
52
$1.06M 0.43%
15,977
+56
53
$999K 0.41%
4,130
54
$941K 0.38%
2,007
-6,679
55
$888K 0.36%
1,045
-52
56
$729K 0.3%
2,477
57
$709K 0.29%
9,109
+257
58
$512K 0.21%
6,631
-1,333
59
$496K 0.2%
1,219
60
$442K 0.18%
8,848
61
$435K 0.18%
908
+123
62
$390K 0.16%
1,132
-9,299
63
$360K 0.15%
4,294
-35,540
64
$348K 0.14%
5,550
-300
65
$346K 0.14%
1,329
+25
66
$332K 0.13%
1,241
+51
67
$319K 0.13%
2,362
68
$318K 0.13%
1,332
-118
69
$314K 0.13%
3,584
+88
70
$287K 0.12%
1,209
-5,986
71
$281K 0.11%
1,273
-10
72
$275K 0.11%
1,704
-60
73
$274K 0.11%
544
-44
74
$267K 0.11%
6,805
75
$264K 0.11%
10,431
1 2
3
4