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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
126
$1.13M 0.15%
2,529
+449
127
$1.11M 0.15%
25,636
-675
128
$1.08M 0.14%
8,970
+5,620
129
$1.07M 0.14%
3,402
-57
130
$1.07M 0.14%
10,648
-304
131
$1.06M 0.14%
6,547
-90
132
$1.05M 0.14%
18,404
-116
133
$1.04M 0.14%
2,123
+953
134
$1.03M 0.14%
1,838
-59
135
$999K 0.13%
5,970
+2,245
136
$966K 0.13%
19,534
+438
137
$933K 0.13%
19,985
-3,398
138
$911K 0.12%
2,742
139
$908K 0.12%
1,807
-39
140
$887K 0.12%
15,074
-1,160
141
$868K 0.12%
2,608
+897
142
$861K 0.12%
4,167
+110
143
$858K 0.12%
12,941
+131
144
$854K 0.11%
4,483
-152
145
$852K 0.11%
9,127
+64
146
$848K 0.11%
7,657
+1,947
147
$847K 0.11%
1,180
+592
148
$846K 0.11%
2,811
+286
149
$844K 0.11%
2,255
-10,166
150
$844K 0.11%
29,198
-210
4 5
6
7 8