LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
+4.6%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$265M
AUM Growth
+$265M
(+7.6%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
4.15%
Top 10 Holdings %
Top 10 Hldgs %
44.96%
Holding
89
New
5
Increased
55
Reduced
10
Closed
4
Top Buys
| 1 |
Broadcom
AVGO
|
$2.67M |
| 2 |
Microsoft
MSFT
|
$1.81M |
| 3 |
Apple
AAPL
|
$649K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$487K |
| 5 |
Costco
COST
|
$456K |
Top Sells
| 1 |
Monster Beverage
MNST
|
$442K |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$269K |
| 3 |
CrowdStrike
CRWD
|
$231K |
| 4 |
Novo Nordisk
NVO
|
$229K |
| 5 |
JPMorgan Chase
JPM
|
$210K |
Sector Composition
| 1 | Technology | 17.72% |
| 2 | Industrials | 5.68% |
| 3 | Consumer Discretionary | 5.48% |
| 4 | Financials | 5.25% |
| 5 | Communication Services | 3.46% |
