LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$190M
1-Year Est. Return
12.33%
1 Year Est. Return
+12.33%
AUM
$190M
AUM Growth
+$20.9M
(+12%)
Holding
257
Top Buys
| 1 | +$7.73M | |
| 2 | +$4.03M | |
| 3 | +$2.77M | |
| 4 |
SPDR Gold Trust
GLD
|
+$654K |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$610K |
Top Sells
| 1 | +$2.73M | |
| 2 | +$826K | |
| 3 | +$734K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$364K |
| 5 |
iShares MSCI Switzerland ETF
EWL
|
+$312K |
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Consumer Discretionary | 1.95% |
| 3 | Financials | 1.4% |
| 4 | Communication Services | 1.25% |
| 5 | Healthcare | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Prologis
PLD
$119B
| – | – |
-94
|
|
||
252
PNC Financial Services
PNC
$77.6B
| – | – |
-8
|
|
||
253
Regeneron Pharmaceuticals
REGN
$75.5B
| – | – |
-8
|
|
||
254
iShares Short Treasury Bond ETF
SHV
$20.7B
| – | – |
-24,893
|
|
||
255
iShares 20+ Year Treasury Bond ETF
TLT
$49B
| – | – |
-120
|
|
||
256
Thermo Fisher Scientific
TMO
$215B
| – | – |
-21
|
|
||
257
Waters Corp
WAT
$23.5B
| – | – |
-22
|
|