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
51
$5M 0.67%
63,805
-590
52
$4.98M 0.67%
19,080
+1,243
53
$4.93M 0.66%
36,965
+33,725
54
$4.92M 0.66%
43,227
-49,531
55
$4.91M 0.66%
46,103
-958
56
$4.81M 0.65%
50,777
-36,096
57
$4.64M 0.62%
10,151
+3,920
58
$4.6M 0.62%
112,444
-2,610
59
$4.3M 0.58%
47,033
-1,416
60
$4.29M 0.58%
19,542
+13,570
61
$4.2M 0.56%
35,482
+4,113
62
$4.05M 0.54%
81,180
+8,948
63
$4.03M 0.54%
20,090
+1,861
64
$3.93M 0.53%
144,451
+2,538
65
$3.77M 0.51%
16,536
+3,074
66
$3.68M 0.49%
6,131
+2,128
67
$3.54M 0.47%
19,259
+523
68
$3.48M 0.47%
18,631
+455
69
$3.26M 0.44%
50,716
+2,761
70
$3.21M 0.43%
87,275
-14,027
71
$3.14M 0.42%
52,589
+8,110
72
$3.04M 0.41%
62,021
+4,837
73
$3M 0.4%
52,578
+1,926
74
$2.84M 0.38%
116,567
-265
75
$2.83M 0.38%
210,509
+55,027
1 2
3
4 5