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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
26
$7.28M 0.98%
31,708
-1,884
27
$7.14M 0.96%
10,674
-168
28
$7M 0.94%
42,077
+21,637
29
$6.85M 0.92%
33,479
+15,290
30
$6.85M 0.92%
216,925
-8,727
31
$6.72M 0.9%
98,278
-1,399
32
$6.64M 0.89%
80,904
+6,974
33
$6.52M 0.87%
66,341
+6,152
34
$5.89M 0.79%
594,935
+99,668
35
$5.88M 0.79%
23,887
-564
36
$5.84M 0.78%
12,249
+701
37
$5.74M 0.77%
202,023
-11,321
38
$5.68M 0.76%
46,066
+2,075
39
$5.48M 0.73%
57,489
+54,820
40
$5.45M 0.73%
11,924
+469
41
$5.42M 0.73%
12,836
+229
42
$5.32M 0.71%
205,632
-946
43
$5.31M 0.71%
55,056
+5,727
44
$5.3M 0.71%
215,744
+47,855
45
$5.24M 0.7%
16,226
+387
46
$5.18M 0.69%
37,837
+4,137
47
$5.18M 0.69%
68,084
+56,061
48
$5.17M 0.69%
63,129
+16,716
49
$5.06M 0.68%
55,598
+4,296
50
$5.02M 0.67%
23,106
+4,833
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