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
$174M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.65M
3
+$2.56M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.49M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.46M

Top Sells

1
+$3.88M
2
+$3.31M
3
+$2.57M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.33M
5
ABBV icon
AbbVie
ABBV
+$2.25M

Sector Composition

1 Technology 15.55%
2 Consumer Discretionary 5.94%
3 Industrials 4.27%
4 Healthcare 3.6%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.14%
1,504
77
$235K 0.14%
+11,336
78
$227K 0.13%
+5,247
79
$221K 0.13%
+6,003
80
$218K 0.13%
3,482
-3,482
81
$205K 0.12%
3,625
-30,934
82
$159K 0.09%
10,389
+300
83
– –
-2,832
84
– –
-2,025
85
– –
-18,388
86
– –
-3,363
1 2 3
4