LFP
Leeward Financial Partners Portfolio holdings
AUM
$356M
1-Year Est. Return
20.28%
This Fund
S&P 500
1 Year Est. Return
+20.28%
AUM
$356M
AUM Growth
+$4.28M
(+1.2%)
Holding
104
Top Buys
| 1 | +$3.63M | |
| 2 | +$3.62M | |
| 3 | +$3.47M | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$3.26M |
| 5 |
Microsoft
MSFT
|
+$2.12M |
Top Sells
| 1 | +$3.71M | |
| 2 | +$2.96M | |
| 3 | +$2.57M | |
| 4 |
ServiceNow
NOW
|
+$1.87M |
| 5 |
NXP Semiconductors
NXPI
|
+$1.83M |
Sector Composition
| 1 | Technology | 17.53% |
| 2 | Communication Services | 7.54% |
| 3 | Financials | 5.68% |
| 4 | Consumer Discretionary | 4.53% |
| 5 | Healthcare | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares US Financial Services ETF
IYG
$1.87B
| – | – |
-2,250
|
|
||
102
Lowe's Companies
LOW
$132B
| – | – |
-826
|
|
||
103
Blue Owl Capital
OWL
$6B
| – | – |
-12,148
|
|
||
104
Vertex Pharmaceuticals
VRTX
$115B
| – | – |
-716
|
|