LFASL
Lugano Financial Advisors SA (LFA) Portfolio holdings
AUM
$190M
1-Year Est. Return
12.33%
1 Year Est. Return
+12.33%
AUM
$169M
AUM Growth
+$21.7M
(+15%)
Holding
263
Top Buys
| 1 | +$20.5M | |
| 2 | +$5.45M | |
| 3 | +$4.04M | |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$1.09M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$687K |
Top Sells
| 1 | +$5.89M | |
| 2 | +$2.74M | |
| 3 | +$2.27M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.16M |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+$2M |
Sector Composition
| 1 | Technology | 3.31% |
| 2 | Consumer Discretionary | 2.15% |
| 3 | Financials | 1.51% |
| 4 | Communication Services | 1.13% |
| 5 | Healthcare | 1.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Invesco WilderHill Clean Energy ETF
PBW
$501M
| – | – |
-5,000
|
|
||
252
ROBO Global Robotics & Automation Index ETF
ROBO
$1.2B
| – | – |
-360
|
|
||
|
253
Invesco QQQ Trust
QQQ
$393B
| – | – |
-4,599
|
|
||
254
Nuveen ESG Mid-Cap Growth ETF
NUMG
$401M
| – | – |
-46,520
|
|
||
255
NextEra Energy
NEE
$175B
| – | – |
-100
|
|
||
256
iShares Global Healthcare ETF
IXJ
$4.03B
| – | – |
-1,660
|
|
||
257
iShares 1-3 Year International Treasury Bond ETF
ISHG
$664M
| – | – |
-1,100
|
|
||
258
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
| – | – |
-2,550
|
|
||
259
Amplify Cybersecurity ETF
HACK
$2.37B
| – | – |
-355
|
|
||
260
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
| – | – |
-961
|
|
||
261
Consolidated Edison
ED
$35.4B
| – | – |
-1,580
|
|
||
262
Invesco Senior Loan ETF
BKLN
$6.77B
| – | – |
-2,260
|
|
||
263
iShares USD Green Bond ETF
BGRN
$427M
| – | – |
-5,959
|
|