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Lifeworks Advisors Portfolio holdings

AUM $779M
1-Year Est. Return 21.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$746M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.88M
3
+$5.52M
4
MDT icon
Medtronic
MDT
+$5.04M
5
HIG icon
Hartford Financial Services
HIG
+$4.33M

Top Sells

1
+$6.66M
2
+$5.61M
3
+$5.07M
4
ETN icon
Eaton
ETN
+$3.7M
5
SMCI icon
Super Micro Computer
SMCI
+$3.5M

Sector Composition

1 Technology 20.93%
2 Healthcare 8.82%
3 Industrials 7.33%
4 Consumer Staples 4.25%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$411K 0.06%
+602
227
$405K 0.05%
8,059
228
$398K 0.05%
+3,538
229
$398K 0.05%
6,169
-4,491
230
$393K 0.05%
+4,809
231
$389K 0.05%
+2,115
232
$386K 0.05%
19,986
-134
233
$375K 0.05%
1,945
+31
234
$374K 0.05%
8,016
-3,981
235
$367K 0.05%
11,610
-486
236
$360K 0.05%
21,148
+5,150
237
$344K 0.05%
7,331
-913
238
$343K 0.05%
+1,169
239
$343K 0.05%
8,529
-108
240
$342K 0.05%
+18,658
241
$341K 0.05%
9,312
-6,832
242
$341K 0.05%
10,629
243
$340K 0.05%
2,444
-203
244
$337K 0.05%
+6,856
245
$336K 0.05%
2,742
-140
246
$336K 0.05%
+4,160
247
$331K 0.04%
3,947
+517
248
$330K 0.04%
3,592
+175
249
$328K 0.04%
12,806
250
$321K 0.04%
1,356
8 9
10
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