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
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$7.49M
3
+$6.46M
4
MSFT icon
Microsoft
MSFT
+$6.24M
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.36M 5.85%
+20,434
2
$7.49M 4.68%
+23,351
3
$6.46M 4.04%
+36,407
4
$6.24M 3.9%
+18,547
5
$6.13M 3.83%
+120,070
6
$5.98M 3.74%
+26,443
7
$5.58M 3.49%
+287,300
8
$5.15M 3.22%
+44,856
9
$4.87M 3.04%
+57,465
10
$4.78M 2.98%
+28,640
11
$4.78M 2.98%
+16,947
12
$4.65M 2.91%
+227,072
13
$4.01M 2.51%
+39,749
14
$3.76M 2.35%
+154,119
15
$3.59M 2.25%
+72,670
16
$2.99M 1.87%
+37,005
17
$2.99M 1.87%
+20,620
18
$2.91M 1.82%
+18,378
19
$2.87M 1.79%
+12,989
20
$2.86M 1.79%
+5,696
21
$2.82M 1.76%
+34,715
22
$2.8M 1.75%
+16,290
23
$2.68M 1.67%
+28,861
24
$2.63M 1.64%
+15,217
25
$2.44M 1.53%
+47,563
1
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