LFP
Leeward Financial Partners Portfolio holdings
AUM
$316M
This Quarter Return
+6.58%
1 Year Return
+19.16%
3 Year Return
+75.98%
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.78%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$9.36M |
| 2 |
Vanguard Growth ETF
VUG
|
$7.49M |
| 3 |
Apple
AAPL
|
$6.47M |
| 4 |
Microsoft
MSFT
|
$6.24M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.73% |
| 2 | Consumer Discretionary | 6.02% |
| 3 | Communication Services | 4.62% |
| 4 | Healthcare | 4.31% |
| 5 | Financials | 3.85% |
