LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
-4.78%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$268M
AUM Growth
+$268M
(-4.5%)
Cap. Flow
+$5.12M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
43.83%
Holding
98
New
6
Increased
43
Reduced
25
Closed
12
Top Buys
| 1 |
Procter & Gamble
PG
|
$3.61M |
| 2 |
Abbott
ABT
|
$3.38M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$3.37M |
| 4 |
Microsoft
MSFT
|
$784K |
| 5 |
Vertiv
VRT
|
$772K |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$3.01M |
| 2 |
Oracle
ORCL
|
$2.72M |
| 3 |
Eaton
ETN
|
$2.64M |
| 4 |
Workday
WDAY
|
$1.19M |
| 5 |
UnitedHealth
UNH
|
$628K |
Sector Composition
| 1 | Technology | 14.42% |
| 2 | Financials | 6.16% |
| 3 | Consumer Discretionary | 4.72% |
| 4 | Communication Services | 4.44% |
| 5 | Industrials | 3.91% |
