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
$280M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.11M
3
+$1.69M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.42M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.26M

Top Sells

1
+$4.88M
2
+$3.28M
3
+$1.47M
4
AVGO icon
Broadcom
AVGO
+$1.46M
5
ETN icon
Eaton
ETN
+$774K

Sector Composition

1 Technology 17.41%
2 Financials 5.76%
3 Industrials 5.54%
4 Consumer Discretionary 5.23%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.09%
2,864
-1,287
77
$242K 0.09%
5,484
-1,156
78
$238K 0.08%
+2,575
79
$235K 0.08%
3,482
80
$229K 0.08%
+539
81
$223K 0.08%
+9,587
82
$223K 0.08%
+666
83
$222K 0.08%
+927
84
$222K 0.08%
+852
85
$219K 0.08%
+2,500
86
$219K 0.08%
8,465
-21
87
$217K 0.08%
750
88
$211K 0.08%
1,332
-365
89
$210K 0.08%
830
-328
90
$209K 0.07%
+518
91
$206K 0.07%
931
+142
92
$202K 0.07%
287
93
– –
-2,440
94
– –
-3,776
1 2 3
4