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
$280M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.11M
3
+$1.69M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.42M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.26M

Top Sells

1
+$4.88M
2
+$3.28M
3
+$1.47M
4
AVGO icon
Broadcom
AVGO
+$1.46M
5
ETN icon
Eaton
ETN
+$774K

Sector Composition

1 Technology 17.41%
2 Financials 5.76%
3 Industrials 5.54%
4 Consumer Discretionary 5.23%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.41%
16,083
+54
52
$1.08M 0.39%
2,144
-342
53
$1.07M 0.38%
41,380
54
$920K 0.33%
10,077
+393
55
$789K 0.28%
10,431
56
$674K 0.24%
14,094
-102,086
57
$601K 0.21%
1,352
-7,374
58
$596K 0.21%
7,582
+769
59
$553K 0.2%
1,219
60
$498K 0.18%
924
61
$458K 0.16%
7,597
-72
62
$448K 0.16%
877
-114
63
$409K 0.15%
1,015
-997
64
$394K 0.14%
3,564
+68
65
$381K 0.14%
1,878
66
$373K 0.13%
1,273
-20
67
$366K 0.13%
2,362
68
$358K 0.13%
611
+60
69
$351K 0.13%
1,423
+150
70
$345K 0.12%
1,190
71
$325K 0.12%
1,341
72
$310K 0.11%
51,650
73
$308K 0.11%
2,898
-130
74
$278K 0.1%
6,805
75
$274K 0.1%
703
-374
1 2
3
4