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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
151
$843K 0.11%
19,192
-1,010
152
$839K 0.11%
12,733
+3,798
153
$816K 0.11%
5,790
+98
154
$810K 0.11%
5,767
-279
155
$800K 0.11%
8,167
+2,143
156
$792K 0.11%
2,261
-116
157
$775K 0.1%
26,439
-35
158
$774K 0.1%
33,256
-8,143
159
$771K 0.1%
2,835
+1,951
160
$767K 0.1%
7,852
+895
161
$765K 0.1%
6,681
+129
162
$765K 0.1%
2,710
-260
163
$760K 0.1%
821
-3
164
$749K 0.1%
4,006
+43
165
$738K 0.1%
6,094
+264
166
$726K 0.1%
7,697
-465
167
$711K 0.1%
475
+253
168
$694K 0.09%
9,452
+1,368
169
$692K 0.09%
14,949
-236
170
$685K 0.09%
23,046
-537
171
$678K 0.09%
21,572
+1,484
172
$673K 0.09%
2,052
+810
173
$667K 0.09%
21,149
+285
174
$665K 0.09%
+7,839
175
$657K 0.09%
6,384
+1,921
5 6
7
8 9