LFP

Leeward Financial Partners Portfolio holdings

AUM $356M
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.18M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$2.74M
5
COST icon
Costco
COST
+$2.49M

Top Sells

1
+$3.38M
2
+$3.14M
3
+$2.27M
4
VTV icon
Vanguard Value ETF
VTV
+$2.08M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.08M

Sector Composition

1 Technology 17.45%
2 Financials 5.54%
3 Communication Services 5.13%
4 Consumer Discretionary 5.02%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.38%
16,185
+51
52
$1.13M 0.36%
4,130
53
$1.11M 0.35%
2,003
+1,086
54
$1.1M 0.35%
41,380
55
$1.08M 0.34%
13,331
+4,776
56
$958K 0.3%
10,454
+703
57
$909K 0.29%
15,949
+4,361
58
$840K 0.27%
1,138
+463
59
$655K 0.21%
3,516
-9,552
60
$627K 0.2%
1,291
+72
61
$602K 0.19%
51,650
62
$527K 0.17%
1,819
+899
63
$508K 0.16%
9,049
+1,595
64
$486K 0.15%
+2,000
65
$471K 0.15%
5,028
+28
66
$439K 0.14%
1,446
+7
67
$419K 0.13%
1,142
+327
68
$399K 0.13%
+905
69
$398K 0.13%
3,889
+325
70
$371K 0.12%
+1,013
71
$356K 0.11%
8,430
+1,625
72
$356K 0.11%
3,457
+1,579
73
$355K 0.11%
+1,134
74
$348K 0.11%
+995
75
$348K 0.11%
613
+188
1 2
3
4 5