We are live on ! Find out more
LA

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
251
$318K 0.04%
3,810
+370
252
$317K 0.04%
3,845
+39
253
$311K 0.04%
+1,488
254
$308K 0.04%
15,956
255
$308K 0.04%
5,799
-496
256
$302K 0.04%
4,622
-259
257
$300K 0.04%
928
258
$294K 0.04%
+1,610
259
$293K 0.04%
4,371
-128
260
$287K 0.04%
7,834
-66
261
$286K 0.04%
1,325
+250
262
$285K 0.04%
8,326
263
$284K 0.04%
+1,432
264
$283K 0.04%
4,989
+127
265
$282K 0.04%
5,597
+191
266
$282K 0.04%
1,099
+58
267
$282K 0.04%
+3,140
268
$277K 0.04%
9,175
-4,998
269
$277K 0.04%
7,048
270
$275K 0.04%
1,782
-39
271
$268K 0.04%
7,982
272
$267K 0.04%
2,597
+214
273
$265K 0.04%
1,820
-537
274
$264K 0.04%
+1,919
275
$264K 0.04%
1,202
-202
9 10
11
12 13