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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
101
$1.68M 0.22%
17,257
-4,595
102
$1.64M 0.22%
57,059
-9,207
103
$1.64M 0.22%
8,425
-575
104
$1.64M 0.22%
20,391
+12,352
105
$1.58M 0.21%
52,200
-673
106
$1.5M 0.2%
8,970
+1,526
107
$1.46M 0.2%
43,558
-8,102
108
$1.46M 0.2%
35,939
-1,065
109
$1.45M 0.19%
4,402
-717
110
$1.45M 0.19%
13,053
+4,173
111
$1.44M 0.19%
37,364
+88
112
$1.42M 0.19%
30,290
-500
113
$1.42M 0.19%
3,494
-1
114
$1.41M 0.19%
54,681
-1,171
115
$1.37M 0.18%
71,789
-1,586
116
$1.35M 0.18%
22,845
+2,969
117
$1.35M 0.18%
19,918
-2,496
118
$1.31M 0.18%
5,375
-316
119
$1.26M 0.17%
10,467
+6
120
$1.23M 0.17%
3,610
-2
121
$1.22M 0.16%
10,844
+557
122
$1.22M 0.16%
15,091
-350
123
$1.22M 0.16%
27,700
-106
124
$1.15M 0.15%
31,947
-123
125
$1.14M 0.15%
2,914
+260
3 4
5
6 7