LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
-6.77%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+1.2%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
9.89%
Top 10 Holdings %
Top 10 Hldgs %
39.12%
Holding
76
New
5
Increased
41
Reduced
16
Closed
8
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$6.71M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.2M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$1.56M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.21M |
| 5 |
Vanguard Value ETF
VTV
|
$755K |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.05M |
| 2 |
Vanguard Consumer Discretionary ETF
VCR
|
$389K |
| 3 |
SMAR
Smartsheet Inc.
SMAR
|
$268K |
| 4 |
JWN
Nordstrom
JWN
|
$266K |
| 5 |
Zillow
Z
|
$252K |
Sector Composition
| 1 | Technology | 9.06% |
| 2 | Consumer Discretionary | 6.02% |
| 3 | Communication Services | 4.01% |
| 4 | Healthcare | 3.86% |
| 5 | Financials | 3.56% |