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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
76
$2.75M 0.37%
120,140
+16,614
77
$2.57M 0.35%
8,360
+1,706
78
$2.46M 0.33%
38,973
+9,598
79
$2.43M 0.33%
23,663
-1,168
80
$2.42M 0.32%
42,096
+4,779
81
$2.21M 0.3%
41,293
+24,379
82
$2.09M 0.28%
20,250
+1,700
83
$2.07M 0.28%
6,435
-100
84
$2.05M 0.27%
1,898
-1,700
85
$2.04M 0.27%
38,848
+6,560
86
$2.03M 0.27%
10,909
+57
87
$2.01M 0.27%
76,342
-17,403
88
$1.92M 0.26%
34,008
+821
89
$1.87M 0.25%
17,854
90
$1.84M 0.25%
77,065
-1,607
91
$1.84M 0.25%
2,406
-6,815
92
$1.83M 0.24%
4,106
+1,223
93
$1.8M 0.24%
2,935
-79
94
$1.8M 0.24%
2,446
+435
95
$1.77M 0.24%
22,140
+642
96
$1.75M 0.24%
34,554
-1,569
97
$1.75M 0.23%
31,643
-57
98
$1.74M 0.23%
21,757
-42,617
99
$1.72M 0.23%
22,582
+18,669
100
$1.71M 0.23%
47,195
-156
2 3
4
5 6