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
$280M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.11M
3
+$1.69M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.42M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.26M

Top Sells

1
+$4.88M
2
+$3.28M
3
+$1.47M
4
AVGO icon
Broadcom
AVGO
+$1.46M
5
ETN icon
Eaton
ETN
+$774K

Sector Composition

1 Technology 17.41%
2 Financials 5.76%
3 Industrials 5.54%
4 Consumer Discretionary 5.23%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 6.76%
46,165
+3,062
2
$17.7M 6.31%
28,456
+1,666
3
$17.7M 6.3%
41,938
+1,534
4
$13.4M 4.77%
78,999
+1,317
5
$12.4M 4.41%
45,865
+890
6
$11.4M 4.08%
45,649
+510
7
$10.7M 3.82%
48,821
-1,276
8
$10.6M 3.77%
379,581
+5,177
9
$8.89M 3.17%
36,982
+4,953
10
$7.53M 2.68%
39,760
+7,486
11
$7.13M 2.54%
35,966
+1,509
12
$6.22M 2.22%
46,337
-1,056
13
$6.12M 2.18%
18,434
-2,332
14
$6.01M 2.14%
21,459
+644
15
$5.72M 2.04%
309,291
+10,027
16
$5.3M 1.89%
9,254
+766
17
$4.96M 1.77%
6,422
+2,195
18
$4.9M 1.75%
71,673
+6,917
19
$4.79M 1.71%
15,159
+551
20
$4.6M 1.64%
61,512
+4,907
21
$4.56M 1.63%
5,112
+165
22
$4.54M 1.62%
4,951
+3,392
23
$4.42M 1.58%
169,609
+3,232
24
$4.32M 1.54%
18,441
+923
25
$3.95M 1.41%
6,714
+243
1
2 3 4