LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
+4.72%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(+4.2%)
Cap. Flow
+$7.92M
Cap. Flow
% of AUM
3.22%
Top 10 Holdings %
Top 10 Hldgs %
45.31%
Holding
96
New
4
Increased
45
Reduced
24
Closed
12
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.08M |
| 2 |
Eli Lilly
LLY
|
$3.33M |
| 3 |
Netflix
NFLX
|
$2.99M |
| 4 |
Vertiv
VRT
|
$2.57M |
| 5 |
Broadcom
AVGO
|
$2.21M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$3.51M |
| 2 |
Home Depot
HD
|
$3.2M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$3.13M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$2.98M |
| 5 |
Ingersoll Rand
IR
|
$1.62M |
Sector Composition
| 1 | Technology | 17.51% |
| 2 | Consumer Discretionary | 5.73% |
| 3 | Industrials | 5.51% |
| 4 | Financials | 5.08% |
| 5 | Communication Services | 3.71% |
