LA

Lifeworks Advisors Portfolio holdings

AUM $746M
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$3.47M
3
+$3.15M
4
AMCR icon
Amcor
AMCR
+$2.46M
5
PM icon
Philip Morris
PM
+$2.44M

Top Sells

1
+$42.3M
2
+$2.79M
3
+$2.56M
4
BIO icon
Bio-Rad Laboratories Class A
BIO
+$2.07M
5
A icon
Agilent Technologies
A
+$1.68M

Sector Composition

1 Technology 23.55%
2 Healthcare 20.3%
3 Consumer Staples 9.16%
4 Industrials 7.68%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
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