LA
Lifeworks Advisors Portfolio holdings
AUM
$772M
1-Year Est. Return
17.93%
This Fund
S&P 500
1 Year Est. Return
+17.93%
AUM
$746M
AUM Growth
+$75M
(+11%)
Holding
339
Top Buys
| 1 | +$6.8M | |
| 2 | +$5.88M | |
| 3 | +$5.52M | |
| 4 |
Medtronic
MDT
|
+$5.04M |
| 5 |
Hartford Financial Services
HIG
|
+$4.33M |
Top Sells
| 1 | +$6.66M | |
| 2 | +$5.61M | |
| 3 | +$5.07M | |
| 4 |
Eaton
ETN
|
+$3.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
Advanced Micro Devices
AMD
$315B
| – | – |
-2,473
|
|
||
327
Bunge Global
BG
$24.1B
| – | – |
-3,242
|
|
||
328
Salesforce
CRM
$178B
| – | – |
-1,420
|
|
||
329
Duke Energy
DUK
$104B
| – | – |
-1,792
|
|
||
|
HIVE
330
HIVE Digital Technologies
HIVE
$539M
| – | – |
-13,363
|
|
||
331
iShares US Healthcare Providers ETF
IHF
$692M
| – | – |
-19,176
|
|
||
332
International Paper
IP
$19.7B
| – | – |
-9,104
|
|
||
333
iShares US Technology ETF
IYW
$18.7B
| – | – |
-2,659
|
|
||
|
JNPR
334
DELISTED
Juniper Networks
JNPR
| – | – |
-166,761
|
|
||
335
Global X MLP ETF
MLPA
$2.14B
| – | – |
-9,730
|
|
||
336
Newmont
NEM
$119B
| – | – |
-8,178
|
|
||
337
Phillips 66
PSX
$69.2B
| – | – |
-2,079
|
|
||
338
State Street SPDR S&P 500 ETF Trust
SPY
$662B
| – | – |
-4,069
|
|
||
339
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.6B
| – | – |
-3,067
|
|