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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
301
$230K 0.03%
+6,554
302
$229K 0.03%
+1,416
303
$229K 0.03%
2,723
-48
304
$226K 0.03%
+397
305
$225K 0.03%
5,180
-128
306
$224K 0.03%
4,051
+28
307
$224K 0.03%
2,256
-26
308
$219K 0.03%
8,681
-22
309
$219K 0.03%
4,558
-73,334
310
$218K 0.03%
+2,856
311
$218K 0.03%
8,676
-6
312
$215K 0.03%
18,172
313
$215K 0.03%
1,029
314
$213K 0.03%
1,535
-1,819
315
$212K 0.03%
7,869
-6
316
$201K 0.03%
3,723
-899
317
$200K 0.03%
+1,069
318
$159K 0.02%
11,955
+372
319
$150K 0.02%
15,019
320
$134K 0.02%
+2,457
321
$106K 0.01%
23,282
+1,628
322
$94.3K 0.01%
2,000
323
$85K 0.01%
+1,236
324
$84K 0.01%
16,000
-4,000
325
$29.9K ﹤0.01%
10,615
-9,929
10 11 12
13
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