LA

Lifeworks Advisors Portfolio holdings

AUM $671M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.53M
3
+$1.82M
4
MSFT icon
Microsoft
MSFT
+$1.8M
5
PNR icon
Pentair
PNR
+$1.57M

Top Sells

1
+$3.43M
2
+$2.36M
3
+$1.93M
4
ADI icon
Analog Devices
ADI
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.35M

Sector Composition

1 Technology 20.86%
2 Healthcare 16.86%
3 Industrials 7.5%
4 Consumer Staples 4.24%
5 Consumer Discretionary 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
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