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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
201
$519K 0.07%
1,477
+244
202
$518K 0.07%
10,339
-193
203
$511K 0.07%
5,695
+494
204
$506K 0.07%
2,659
+352
205
$505K 0.07%
+1,589
206
$503K 0.07%
11,252
-150
207
$492K 0.07%
11,182
+492
208
$486K 0.07%
1,566
209
$482K 0.06%
2,211
+885
210
$480K 0.06%
2,225
+21
211
$477K 0.06%
3,833
+39
212
$475K 0.06%
1,470
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213
$473K 0.06%
14,163
214
$471K 0.06%
12,448
+1,227
215
$470K 0.06%
4,671
-408
216
$465K 0.06%
6,881
+1,553
217
$458K 0.06%
5,517
218
$452K 0.06%
9,384
219
$451K 0.06%
13,961
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220
$450K 0.06%
21,053
-51
221
$435K 0.06%
1,730
+50
222
$428K 0.06%
3,761
-2,988
223
$421K 0.06%
1,559
-16
224
$416K 0.06%
2,676
-36
225
$412K 0.06%
1,621
+112
7 8
9
10 11