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
101
– –
-25,465
102
– –
-2,329
103
– –
-3,774
1 2 3 4
5