LFP

Leeward Financial Partners Portfolio holdings

AUM $356M
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.18M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$2.74M
5
COST icon
Costco
COST
+$2.49M

Top Sells

1
+$3.38M
2
+$3.14M
3
+$2.27M
4
VTV icon
Vanguard Value ETF
VTV
+$2.08M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.08M

Sector Composition

1 Technology 17.45%
2 Financials 5.54%
3 Communication Services 5.13%
4 Consumer Discretionary 5.02%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.11%
+3,100
77
$337K 0.11%
+851
78
$332K 0.11%
2,287
-75
79
$327K 0.1%
1,174
-29
80
$319K 0.1%
716
+58
81
$309K 0.1%
+11,650
82
$309K 0.1%
1,937
-19,261
83
$287K 0.09%
1,295
-78
84
$287K 0.09%
+1,520
85
$278K 0.09%
1,975
-54
86
$276K 0.09%
+1,558
87
$270K 0.09%
1,233
-336
88
$269K 0.09%
+501
89
$265K 0.08%
2,300
-71
90
$264K 0.08%
4,761
-723
91
$262K 0.08%
851
-5
92
$246K 0.08%
1,579
-991
93
$245K 0.08%
634
-255
94
$245K 0.08%
+831
95
$244K 0.08%
+1,314
96
$241K 0.08%
3,482
97
$219K 0.07%
750
98
$216K 0.07%
+1,162
99
$214K 0.07%
+8,465
100
$209K 0.07%
+1,558
1 2 3
4
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