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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
176
$657K 0.09%
1,315
+177
177
$656K 0.09%
4,269
-25
178
$656K 0.09%
4,681
-16
179
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3,334
+698
180
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2,376
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181
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8,793
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182
$615K 0.08%
12,198
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183
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8,170
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184
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8,928
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185
$598K 0.08%
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186
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187
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188
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189
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2,060
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190
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191
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194
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195
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196
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197
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6,068
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198
$536K 0.07%
5,978
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199
$534K 0.07%
10,368
-58
200
$532K 0.07%
578
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8
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