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
$146M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.48M
3
+$2.14M
4
PG icon
Procter & Gamble
PG
+$2.12M
5
MSFT icon
Microsoft
MSFT
+$1.87M

Top Sells

1
+$4.43M
2
+$2.13M
3
+$2.13M
4
DIS icon
Walt Disney
DIS
+$2.07M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.63M

Sector Composition

1 Technology 10.16%
2 Healthcare 6.7%
3 Consumer Discretionary 4.74%
4 Consumer Staples 3.41%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,910
77
– –
-36,379
1 2 3
4