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
$181M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.05M
3
+$1.44M
4
ORCL icon
Oracle
ORCL
+$1.37M
5
IR icon
Ingersoll Rand
IR
+$1.32M

Top Sells

1
+$2.35M
2
+$2M
3
+$1.7M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.1M
5
DVN icon
Devon Energy
DVN
+$916K

Sector Composition

1 Technology 15.47%
2 Consumer Discretionary 6.6%
3 Industrials 5.07%
4 Healthcare 3.58%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$167K 0.09%
10,431
+42
77
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-2,239
78
– –
-1,310
79
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-2,765
80
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-18,947
81
– –
-3,625
82
– –
-11,212
83
– –
-6,003
84
– –
-16,154
85
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-11,643
86
– –
-4,521
87
– –
-57,884
1 2 3
4