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
$162M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$1.56M
3 +$1.19M
4
VTV icon
Vanguard Value ETF
VTV
+$746K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$597K

Top Sells

1 +$1.08M
2 +$389K
3 +$270K
4
SMAR
Smartsheet Inc.
SMAR
+$268K
5
JWN
Nordstrom
JWN
+$266K

Sector Composition

1 Technology 9.06%
2 Consumer Discretionary 6.02%
3 Communication Services 4.01%
4 Healthcare 3.86%
5 Financials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,020